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 | $36,164 | $117,859-69.3% | $102,438-64.7% | $145,959-75.2% |
| Participation rate | 79.2% | 78.6%+0.6pp | 76.5%+2.7pp | 80.3%-1.1pp |
| Annual return | 17.05% | 31.72%-14.7pp | 29.37%-12.3pp | 561.95%-544.9pp |
| Employer contribution / active EE | $3,176 | $3,615-12.1% | $3,024+5.1% | $4,661-31.8% |
| Participant deferral / active EE | $6,571 | $5,732+14.6% | $5,054+30.0% | $6,689-1.8% |
| Admin fee / account holder | $5,052 | $13,318-62.1% | $9,448-46.5% | $13,398-62.3% |