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 | $35,200 | $76,407-53.9% | $150,298-76.6% | $82,448-57.3% |
| Participation rate | 71.1% | 66.4%+4.7pp | 77.8%-6.7pp | 68.1%+3.0pp |
| Annual return | 21.41% | 39.99%-18.6pp | 62.79%-41.4pp | 41.64%-20.2pp |
| Employer contribution / active EE | $1,933 | $2,614-26.0% | $4,154-53.5% | $2,551-24.2% |
| Participant deferral / active EE | $4,627 | $3,214+43.9% | $5,453-15.1% | $4,139+11.8% |
| Admin fee / account holder | $1,085 | $6,352-82.9% | $14,116-92.3% | $7,234-85.0% |