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 | $25,802 | $127,065-79.7% | $113,168-77.2% | $142,382-81.9% |
| Participation rate | 90.0% | 79.2%+10.8pp | 76.6%+13.4pp | 80.1%+9.9pp |
| Annual return | 22.37% | 24.03%-1.7pp | 24.27%-1.9pp | 217.08%-194.7pp |
| Employer contribution / active EE | $3,634 | $3,442+5.6% | $2,975+22.1% | $4,299-15.5% |
| Participant deferral / active EE | $4,422 | $5,716-22.6% | $5,107-13.4% | $6,507-32.0% |
| Admin fee / account holder | $1,620 | $15,736-89.7% | $12,068-86.6% | $12,624-87.2% |