See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,092 | $73,933-71.5% | $96,683-78.2% | $75,163-71.9% |
| Participation rate | 80.0% | 66.4%+13.6pp | 74.3%+5.7pp | 67.2%+12.8pp |
| Annual return | 34.19% | 26.70%+7.5pp | 35.69%-1.5pp | 160.62%-126.4pp |
| Employer contribution / active EE | $1,456 | $2,928-50.3% | $3,737-61.0% | $2,670-45.5% |
| Participant deferral / active EE | $4,775 | $3,659+30.5% | $4,878-2.1% | $4,125+15.7% |
| Admin fee / account holder | $1,005 | $5,216-80.7% | $6,730-85.1% | $5,651-82.2% |