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 | $26,416 | $185,822-85.8% | $169,993-84.5% | $139,434-81.1% |
| Participation rate | 90.0% | 87.8%+2.2pp | 87.0%+3.0pp | 80.3%+9.7pp |
| Annual return | 38.25% | 60.50%-22.2pp | 53.37%-15.1pp | 372.94%-334.7pp |
| Employer contribution / active EE | $2,124 | $7,590-72.0% | $6,785-68.7% | $4,751-55.3% |
| Participant deferral / active EE | $5,336 | $11,622-54.1% | $10,408-48.7% | $6,710-20.5% |
| Admin fee / account holder | $847 | $15,381-94.5% | $12,815-93.4% | $11,403-92.6% |