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 | $32,980 | $94,625-65.1% | $116,228-71.6% | $84,808-61.1% |
| Participation rate | 98.2% | 70.4%+27.8pp | 74.6%+23.7pp | 68.3%+29.9pp |
| Annual return | 14.32% | 20.40%-6.1pp | 90.06%-75.7pp | 40.90%-26.6pp |
| Employer contribution / active EE | $2,584 | $2,347+10.1% | $2,994-13.7% | $2,631-1.8% |
| Participant deferral / active EE | $4,752 | $3,972+19.6% | $4,953-4.1% | $4,212+12.8% |
| Admin fee / account holder | $9,537 | $10,091-5.5% | $11,989-20.5% | $7,344+29.9% |