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 | $42,834 | $124,425-65.6% | $112,040-61.8% | $137,256-68.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 19.11% | 24.72%-5.6pp | 24.52%-5.4pp | 220.34%-201.2pp |
| Employer contribution / active EE | $3,073 | $3,411-9.9% | $2,954+4.0% | $4,156-26.1% |
| Participant deferral / active EE | $4,053 | $5,718-29.1% | $5,098-20.5% | $6,407-36.7% |
| Admin fee / account holder | $455 | $15,207-97.0% | $12,098-96.2% | $12,270-96.3% |