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 | $127,065-66.3% | $113,168-62.2% | $142,382-69.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 19.11% | 24.03%-4.9pp | 24.27%-5.2pp | 217.08%-198.0pp |
| Employer contribution / active EE | $3,073 | $3,442-10.7% | $2,975+3.3% | $4,299-28.5% |
| Participant deferral / active EE | $4,053 | $5,716-29.1% | $5,107-20.6% | $6,507-37.7% |
| Admin fee / account holder | $455 | $15,736-97.1% | $12,068-96.2% | $12,624-96.4% |