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 | $36,145 | $89,753-59.7% | $107,525-66.4% | $84,808-57.4% |
| Participation rate | 87.3% | 68.1%+19.2pp | 75.1%+12.2pp | 68.3%+19.0pp |
| Annual return | 183.33% | 29.48%+153.8pp | 181.32%+2.0pp | 40.90%+142.4pp |
| Employer contribution / active EE | $2,265 | $3,113-27.3% | $3,754-39.7% | $2,631-13.9% |
| Participant deferral / active EE | $4,214 | $4,056+3.9% | $5,116-17.6% | $4,212+0.1% |
| Admin fee / account holder | $2,220 | $7,222-69.3% | $8,919-75.1% | $7,344-69.8% |