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 6-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 | $37,662 | $111,754-66.3% | $103,333-63.6% | $145,922-74.2% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 16.72% | 24.77%-8.0pp | 24.88%-8.2pp | 561.29%-544.6pp |
| Employer contribution / active EE | $3,723 | $4,212-11.6% | $3,868-3.7% | $4,660-20.1% |
| Participant deferral / active EE | $5,995 | $5,619+6.7% | $5,057+18.5% | $6,688-10.4% |
| Admin fee / account holder | $2,276 | $9,750-76.7% | $8,355-72.8% | $13,397-83.0% |