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 | $26,455 | $103,966-74.6% | $112,887-76.6% | $75,163-64.8% |
| Participation rate | 88.9% | 75.7%+13.2pp | 80.5%+8.4pp | 67.2%+21.7pp |
| Annual return | 18.68% | 24.54%-5.9pp | 34.10%-15.4pp | 160.62%-141.9pp |
| Employer contribution / active EE | $2,536 | $3,870-34.5% | $4,563-44.4% | $2,670-5.0% |
| Participant deferral / active EE | $6,746 | $5,456+23.6% | $6,513+3.6% | $4,125+63.5% |
| Admin fee / account holder | $732 | $7,663-90.4% | $7,047-89.6% | $5,651-87.0% |