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 | $37,562 | $101,618-63.0% | $93,063-59.6% | $137,256-72.6% |
| Participation rate | 85.7% | 74.9%+10.8pp | 72.1%+13.6pp | 80.0%+5.8pp |
| Annual return | 21.05% | 223.95%-202.9pp | 34.15%-13.1pp | 220.34%-199.3pp |
| Employer contribution / active EE | $1,864 | $2,707-31.1% | $2,476-24.7% | $4,156-55.1% |
| Participant deferral / active EE | $5,879 | $4,279+37.4% | $3,958+48.5% | $6,407-8.2% |
| Admin fee / account holder | $1,584 | $6,198-74.4% | $6,033-73.7% | $12,270-87.1% |