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 6-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 | $24,312 | $148,534-83.6% | $135,903-82.1% | $139,434-82.6% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 28.22% | 79.19%-51.0pp | 68.23%-40.0pp | 372.94%-344.7pp |
| Employer contribution / active EE | $4,121 | $5,243-21.4% | $4,856-15.1% | $4,751-13.3% |
| Participant deferral / active EE | $8,555 | $8,100+5.6% | $7,758+10.3% | $6,710+27.5% |
| Admin fee / account holder | $6,900 | $12,400-44.4% | $10,762-35.9% | $11,403-39.5% |