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 3-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 | $23,735 | $179,726-86.8% | $156,263-84.8% | $142,382-83.3% |
| Participation rate | 85.7% | 82.1%+3.6pp | 78.9%+6.8pp | 80.1%+5.6pp |
| Annual return | 21.57% | 77.86%-56.3pp | 59.47%-37.9pp | 217.08%-195.5pp |
| Employer contribution / active EE | $1,560 | $5,069-69.2% | $4,333-64.0% | $4,299-63.7% |
| Participant deferral / active EE | $3,578 | $6,956-48.6% | $6,158-41.9% | $6,507-45.0% |
| Admin fee / account holder | $1,509 | $17,272-91.3% | $14,255-89.4% | $12,624-88.0% |