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 | $26,281 | $114,381-77.0% | $107,525-75.6% | $142,382-81.5% |
| Participation rate | 91.7% | 78.1%+13.5pp | 75.1%+16.6pp | 80.1%+11.5pp |
| Annual return | 21.06% | 242.71%-221.6pp | 181.32%-160.3pp | 217.08%-196.0pp |
| Employer contribution / active EE | $2,385 | $4,015-40.6% | $3,754-36.5% | $4,299-44.5% |
| Participant deferral / active EE | $5,771 | $5,564+3.7% | $5,116+12.8% | $6,507-11.3% |
| Admin fee / account holder | $1,404 | $9,860-85.8% | $8,919-84.3% | $12,624-88.9% |