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 | $35,331 | $106,584-66.9% | $101,326-65.1% | $142,382-75.2% |
| Participation rate | 95.0% | 82.7%+12.3pp | 81.5%+13.5pp | 80.1%+14.9pp |
| Annual return | 19.99% | 36.93%-16.9pp | 36.82%-16.8pp | 217.08%-197.1pp |
| Employer contribution / active EE | $3,461 | $3,956-12.5% | $3,665-5.6% | $4,299-19.5% |
| Participant deferral / active EE | $6,749 | $8,297-18.7% | $7,994-15.6% | $6,507+3.7% |
| Admin fee / account holder | $2,825 | $11,446-75.3% | $11,185-74.7% | $12,624-77.6% |