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 | $26,640 | $118,427-77.5% | $66,042-59.7% | $142,382-81.3% |
| Participation rate | 84.6% | 68.1%+16.5pp | 67.5%+17.1pp | 80.1%+4.5pp |
| Annual return | 21.81% | 35.57%-13.8pp | 52.11%-30.3pp | 217.08%-195.3pp |
| Employer contribution / active EE | $2,636 | $2,570+2.6% | $1,579+66.9% | $4,299-38.7% |
| Participant deferral / active EE | $5,300 | $4,311+22.9% | $2,835+86.9% | $6,507-18.6% |
| Admin fee / account holder | $1,370 | $9,593-85.7% | $5,747-76.2% | $12,624-89.1% |