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 | $27,922 | $114,381-75.6% | $107,525-74.0% | $142,382-80.4% |
| Participation rate | 81.8% | 78.1%+3.7pp | 75.1%+6.7pp | 80.1%+1.7pp |
| Annual return | 20.49% | 242.71%-222.2pp | 181.32%-160.8pp | 217.08%-196.6pp |
| Employer contribution / active EE | $2,879 | $4,015-28.3% | $3,754-23.3% | $4,299-33.0% |
| Participant deferral / active EE | $4,553 | $5,564-18.2% | $5,116-11.0% | $6,507-30.0% |
| Admin fee / account holder | $2,974 | $9,860-69.8% | $8,919-66.7% | $12,624-76.4% |