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 3-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 | $31,583 | $124,425-74.6% | $112,040-71.8% | $137,256-77.0% |
| Participation rate | 93.8% | 79.3%+14.4pp | 76.5%+17.3pp | 80.0%+13.8pp |
| Annual return | 22.19% | 24.72%-2.5pp | 24.52%-2.3pp | 220.34%-198.1pp |
| Employer contribution / active EE | $4,189 | $3,411+22.8% | $2,954+41.8% | $4,156+0.8% |
| Participant deferral / active EE | $6,566 | $5,718+14.8% | $5,098+28.8% | $6,407+2.5% |
| Admin fee / account holder | $396 | $15,207-97.4% | $12,098-96.7% | $12,270-96.8% |