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 | $37,884 | $162,781-76.7% | $133,956-71.7% | $158,922-76.2% |
| Participation rate | 93.3% | 83.2%+10.1pp | 79.8%+13.5pp | 82.0%+11.4pp |
| Annual return | 30.84% | 41.94%-11.1pp | 45.09%-14.3pp | 302.83%-272.0pp |
| Employer contribution / active EE | $2,058 | $4,975-58.6% | $3,919-47.5% | $4,761-56.8% |
| Participant deferral / active EE | $5,485 | $5,911-7.2% | $5,048+8.7% | $5,982-8.3% |
| Admin fee / account holder | $3,713 | $11,736-68.4% | $8,927-58.4% | $11,246-67.0% |