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 | $26,144 | $210,408-87.6% | $153,485-83.0% | $145,922-82.1% |
| Participation rate | 80.0% | 82.1%-2.1pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 18.62% | 13.37%+5.2pp | 15.65%+3.0pp | 561.29%-542.7pp |
| Employer contribution / active EE | $6,419 | $6,048+6.1% | $5,039+27.4% | $4,660+37.8% |
| Participant deferral / active EE | $17,738 | $7,975+122.4% | $6,757+162.5% | $6,688+165.2% |
| Admin fee / account holder | $13,803 | $19,419-28.9% | $12,724+8.5% | $13,397+3.0% |