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 8-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 | $22,577 | $110,257-79.5% | $96,544-76.6% | $139,434-83.8% |
| Participation rate | 83.3% | 78.1%+5.2pp | 76.0%+7.4pp | 80.3%+3.0pp |
| Annual return | 17.20% | 26.32%-9.1pp | 25.84%-8.6pp | 372.94%-355.7pp |
| Employer contribution / active EE | $2,737 | $3,620-24.4% | $2,965-7.7% | $4,751-42.4% |
| Participant deferral / active EE | $4,952 | $5,548-10.7% | $4,851+2.1% | $6,710-26.2% |
| Admin fee / account holder | $1,189 | $11,591-89.7% | $8,252-85.6% | $11,403-89.6% |