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 | $30,531 | $179,726-83.0% | $156,263-80.5% | $142,382-78.6% |
| Participation rate | 81.8% | 82.1%-0.3pp | 78.9%+2.9pp | 80.1%+1.7pp |
| Annual return | 23.75% | 77.86%-54.1pp | 59.47%-35.7pp | 217.08%-193.3pp |
| Employer contribution / active EE | $10,040 | $5,069+98.1% | $4,333+131.7% | $4,299+133.5% |
| Participant deferral / active EE | $4,024 | $6,956-42.2% | $6,158-34.7% | $6,507-38.2% |
| Admin fee / account holder | $2,188 | $17,272-87.3% | $14,255-84.7% | $12,624-82.7% |