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 | $39,838 | $125,758-68.3% | $169,993-76.6% | $75,163-47.0% |
| Participation rate | 91.1% | 83.6%+7.5pp | 87.0%+4.1pp | 67.2%+23.9pp |
| Annual return | 21.15% | 27.20%-6.1pp | 53.37%-32.2pp | 160.62%-139.5pp |
| Employer contribution / active EE | $1,660 | $4,615-64.0% | $6,785-75.5% | $2,670-37.8% |
| Participant deferral / active EE | $4,907 | $6,837-28.2% | $10,408-52.9% | $4,125+19.0% |
| Admin fee / account holder | $1,584 | $8,173-80.6% | $12,815-87.6% | $5,651-72.0% |