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 | $29,859 | $93,571-68.1% | $135,903-78.0% | $75,163-60.3% |
| Participation rate | 70.0% | 75.2%-5.2pp | 81.9%-11.9pp | 67.2%+2.8pp |
| Annual return | 69.09% | 30.90%+38.2pp | 68.23%+0.9pp | 160.62%-91.5pp |
| Employer contribution / active EE | $3,578 | $3,537+1.2% | $4,856-26.3% | $2,670+34.0% |
| Participant deferral / active EE | $7,948 | $6,404+24.1% | $7,758+2.5% | $4,125+92.7% |
| Admin fee / account holder | $1,897 | $6,975-72.8% | $10,762-82.4% | $5,651-66.4% |