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 6-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 | $36,920 | $81,460-54.7% | $103,333-64.3% | $80,856-54.3% |
| Participation rate | 83.3% | 66.8%+16.5pp | 74.5%+8.8pp | 67.6%+15.7pp |
| Annual return | 27.52% | 25.55%+2.0pp | 24.88%+2.6pp | 35.59%-8.1pp |
| Employer contribution / active EE | $9,011 | $3,105+190.2% | $3,868+133.0% | $2,755+227.1% |
| Participant deferral / active EE | $3,606 | $3,869-6.8% | $5,057-28.7% | $4,296-16.1% |
| Admin fee / account holder | $5,581 | $6,566-15.0% | $8,355-33.2% | $6,918-19.3% |