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 | $38,491 | $172,111-77.6% | $150,298-74.4% | $137,256-72.0% |
| Participation rate | 84.6% | 81.7%+2.9pp | 77.8%+6.9pp | 80.0%+4.7pp |
| Annual return | 14.53% | 69.37%-54.8pp | 62.79%-48.3pp | 220.34%-205.8pp |
| Employer contribution / active EE | $1,525 | $4,636-67.1% | $4,154-63.3% | $4,156-63.3% |
| Participant deferral / active EE | $4,265 | $6,166-30.8% | $5,453-21.8% | $6,407-33.4% |
| Admin fee / account holder | $2,758 | $16,471-83.3% | $14,116-80.5% | $12,270-77.5% |