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 | $35,527 | $114,381-68.9% | $107,525-67.0% | $142,382-75.0% |
| Participation rate | 76.9% | 78.1%-1.2pp | 75.1%+1.8pp | 80.1%-3.2pp |
| Annual return | 20.69% | 242.71%-222.0pp | 181.32%-160.6pp | 217.08%-196.4pp |
| Employer contribution / active EE | $2,858 | $4,015-28.8% | $3,754-23.8% | $4,299-33.5% |
| Participant deferral / active EE | $7,929 | $5,564+42.5% | $5,116+55.0% | $6,507+21.9% |
| Admin fee / account holder | $1,422 | $9,860-85.6% | $8,919-84.1% | $12,624-88.7% |