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 | $62,789 | $117,983-46.8% | $101,794-38.3% | $142,382-55.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 21.93% | 36.92%-15.0pp | 30.53%-8.6pp | 217.08%-195.1pp |
| Employer contribution / active EE | $2,240 | $2,773-19.2% | $2,289-2.1% | $4,299-47.9% |
| Participant deferral / active EE | $2,640 | $4,714-44.0% | $4,084-35.4% | $6,507-59.4% |
| Admin fee / account holder | $1,501 | $10,433-85.6% | $8,777-82.9% | $12,624-88.1% |