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 | $28,506 | $163,101-82.5% | $136,749-79.2% | $142,382-80.0% |
| Participation rate | 71.4% | 78.2%-6.8pp | 72.1%-0.7pp | 80.1%-8.7pp |
| Annual return | 22.22% | 27.54%-5.3pp | 24.33%-2.1pp | 217.08%-194.9pp |
| Employer contribution / active EE | $2,518 | $4,117-38.8% | $3,400-25.9% | $4,299-41.4% |
| Participant deferral / active EE | $4,455 | $5,585-20.2% | $4,692-5.1% | $6,507-31.5% |
| Admin fee / account holder | $314 | $14,318-97.8% | $11,386-97.2% | $12,624-97.5% |