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 | $13,926 | $76,407-81.8% | $150,298-90.7% | $82,448-83.1% |
| Participation rate | 84.1% | 66.4%+17.7pp | 77.8%+6.4pp | 68.1%+16.1pp |
| Annual return | 18.14% | 39.99%-21.9pp | 62.79%-44.6pp | 41.64%-23.5pp |
| Employer contribution / active EE | $1,567 | $2,614-40.1% | $4,154-62.3% | $2,551-38.6% |
| Participant deferral / active EE | $3,198 | $3,214-0.5% | $5,453-41.4% | $4,139-22.7% |
| Admin fee / account holder | $2,151 | $6,352-66.1% | $14,116-84.8% | $7,234-70.3% |