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 | $80,242 | $87,013-7.8% | $106,213-24.5% | $80,856-0.8% |
| Participation rate | 87.2% | 70.4%+16.7pp | 75.3%+11.9pp | 67.6%+19.5pp |
| Annual return | 10.29% | 17.05%-6.8pp | 116.14%-105.9pp | 35.59%-25.3pp |
| Employer contribution / active EE | $2,940 | $2,395+22.8% | $3,171-7.3% | $2,755+6.7% |
| Participant deferral / active EE | $4,767 | $3,986+19.6% | $5,016-5.0% | $4,296+11.0% |
| Admin fee / account holder | $11,268 | $8,431+33.6% | $11,033+2.1% | $6,918+62.9% |