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 | $48,910 | $118,427-58.7% | $66,042-25.9% | $142,382-65.6% |
| Participation rate | 83.3% | 68.1%+15.2pp | 67.5%+15.8pp | 80.1%+3.2pp |
| Annual return | 21.50% | 35.57%-14.1pp | 52.11%-30.6pp | 217.08%-195.6pp |
| Employer contribution / active EE | $1,832 | $2,570-28.7% | $1,579+16.0% | $4,299-57.4% |
| Participant deferral / active EE | $8,087 | $4,311+87.6% | $2,835+185.2% | $6,507+24.3% |
| Admin fee / account holder | $358 | $9,593-96.3% | $5,747-93.8% | $12,624-97.2% |