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 | $24,154 | $117,983-79.5% | $101,794-76.3% | $142,382-83.0% |
| Participation rate | 94.1% | 74.2%+19.9pp | 69.2%+24.9pp | 80.1%+14.0pp |
| Annual return | 20.28% | 36.92%-16.6pp | 30.53%-10.2pp | 217.08%-196.8pp |
| Employer contribution / active EE | $2,295 | $2,773-17.2% | $2,289+0.3% | $4,299-46.6% |
| Participant deferral / active EE | $3,654 | $4,714-22.5% | $4,084-10.5% | $6,507-43.8% |
| Admin fee / account holder | $749 | $10,433-92.8% | $8,777-91.5% | $12,624-94.1% |