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 | $24,163 | $73,933-67.3% | $96,683-75.0% | $75,163-67.9% |
| Participation rate | 86.1% | 66.4%+19.7pp | 74.3%+11.8pp | 67.2%+18.9pp |
| Annual return | 16.01% | 26.70%-10.7pp | 35.69%-19.7pp | 160.62%-144.6pp |
| Employer contribution / active EE | $3,217 | $2,928+9.9% | $3,737-13.9% | $2,670+20.5% |
| Participant deferral / active EE | $4,362 | $3,659+19.2% | $4,878-10.6% | $4,125+5.7% |
| Admin fee / account holder | $2,577 | $5,216-50.6% | $6,730-61.7% | $5,651-54.4% |