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 | $20,180 | $73,933-72.7% | $96,683-79.1% | $75,163-73.2% |
| Participation rate | 74.7% | 66.4%+8.2pp | 74.3%+0.3pp | 67.2%+7.5pp |
| Annual return | 30.74% | 26.70%+4.0pp | 35.69%-5.0pp | 160.62%-129.9pp |
| Employer contribution / active EE | $2,852 | $2,928-2.6% | $3,737-23.7% | $2,670+6.8% |
| Participant deferral / active EE | $4,922 | $3,659+34.5% | $4,878+0.9% | $4,125+19.3% |
| Admin fee / account holder | $443 | $5,216-91.5% | $6,730-93.4% | $5,651-92.2% |