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 | $29,594 | $53,822-45.0% | $75,696-60.9% | $85,850-65.5% |
| Participation rate | 93.3% | 69.1%+24.3pp | 74.8%+18.5pp | 69.3%+24.0pp |
| Annual return | 21.39% | 24.54%-3.1pp | 104.53%-83.1pp | 318.53%-297.1pp |
| Employer contribution / active EE | $2,987 | $2,017+48.1% | $2,743+8.9% | $2,565+16.4% |
| Participant deferral / active EE | $5,329 | $2,895+84.1% | $3,821+39.5% | $3,952+34.9% |
| Admin fee / account holder | $4,829 | $3,343+44.5% | $3,619+33.4% | $6,260-22.9% |