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 | $35,714 | $104,974-66.0% | $95,585-62.6% | $142,382-74.9% |
| Participation rate | 82.4% | 75.0%+7.4pp | 72.1%+10.3pp | 80.1%+2.2pp |
| Annual return | 32.68% | 210.33%-177.7pp | 38.56%-5.9pp | 217.08%-184.4pp |
| Employer contribution / active EE | $2,825 | $2,779+1.7% | $2,527+11.8% | $4,299-34.3% |
| Participant deferral / active EE | $5,536 | $4,352+27.2% | $4,023+37.6% | $6,507-14.9% |
| Admin fee / account holder | $1,710 | $6,386-73.2% | $6,127-72.1% | $12,624-86.5% |