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 | $112,745 | $80,717+39.7% | $154,803-27.2% | $84,808+32.9% |
| Participation rate | 72.0% | 66.8%+5.2pp | 78.1%-6.1pp | 68.3%+3.7pp |
| Annual return | 15.84% | 37.96%-22.1pp | 58.88%-43.0pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,579 | $2,761-42.8% | $4,305-63.3% | $2,631-40.0% |
| Participant deferral / active EE | $2,604 | $3,303-21.2% | $5,540-53.0% | $4,212-38.2% |
| Admin fee / account holder | $5,012 | $6,746-25.7% | $14,329-65.0% | $7,344-31.8% |