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 | $32,905 | $89,753-63.3% | $107,525-69.4% | $84,808-61.2% |
| Participation rate | 86.5% | 68.1%+18.4pp | 75.1%+11.4pp | 68.3%+18.2pp |
| Annual return | 16.86% | 29.48%-12.6pp | 181.32%-164.5pp | 40.90%-24.0pp |
| Employer contribution / active EE | $2,806 | $3,113-9.9% | $3,754-25.2% | $2,631+6.7% |
| Participant deferral / active EE | $4,529 | $4,056+11.6% | $5,116-11.5% | $4,212+7.5% |
| Admin fee / account holder | $9,113 | $7,222+26.2% | $8,919+2.2% | $7,344+24.1% |