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 | $32,490 | $104,974-69.0% | $95,585-66.0% | $142,382-77.2% |
| Participation rate | 83.3% | 75.0%+8.4pp | 72.1%+11.3pp | 80.1%+3.2pp |
| Annual return | 16.41% | 210.33%-193.9pp | 38.56%-22.2pp | 217.08%-200.7pp |
| Employer contribution / active EE | $1,833 | $2,779-34.0% | $2,527-27.5% | $4,299-57.4% |
| Participant deferral / active EE | $4,883 | $4,352+12.2% | $4,023+21.4% | $6,507-25.0% |
| Admin fee / account holder | $1,806 | $6,386-71.7% | $6,127-70.5% | $12,624-85.7% |