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 5-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 | $24,260 | $93,571-74.1% | $135,903-82.1% | $75,163-67.7% |
| Participation rate | 94.4% | 75.2%+19.3pp | 81.9%+12.5pp | 67.2%+27.3pp |
| Annual return | 26.67% | 30.90%-4.2pp | 68.23%-41.6pp | 160.62%-134.0pp |
| Employer contribution / active EE | $4,075 | $3,537+15.2% | $4,856-16.1% | $2,670+52.6% |
| Participant deferral / active EE | $6,628 | $6,404+3.5% | $7,758-14.6% | $4,125+60.7% |
| Admin fee / account holder | $522 | $6,975-92.5% | $10,762-95.2% | $5,651-90.8% |