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 | $35,720 | $127,065-71.9% | $113,168-68.4% | $142,382-74.9% |
| Participation rate | 83.3% | 79.2%+4.1pp | 76.6%+6.8pp | 80.1%+3.2pp |
| Annual return | 21.07% | 24.03%-3.0pp | 24.27%-3.2pp | 217.08%-196.0pp |
| Employer contribution / active EE | $3,210 | $3,442-6.7% | $2,975+7.9% | $4,299-25.3% |
| Participant deferral / active EE | $5,196 | $5,716-9.1% | $5,107+1.8% | $6,507-20.1% |
| Admin fee / account holder | $1,631 | $15,736-89.6% | $12,068-86.5% | $12,624-87.1% |