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 | $35,098 | $93,571-62.5% | $135,903-74.2% | $75,163-53.3% |
| Participation rate | 75.0% | 75.2%-0.2pp | 81.9%-6.9pp | 67.2%+7.8pp |
| Annual return | 71.86% | 30.90%+41.0pp | 68.23%+3.6pp | 160.62%-88.8pp |
| Employer contribution / active EE | $2,970 | $3,537-16.0% | $4,856-38.8% | $2,670+11.3% |
| Participant deferral / active EE | $9,338 | $6,404+45.8% | $7,758+20.4% | $4,125+126.4% |
| Admin fee / account holder | $13,003 | $6,975+86.4% | $10,762+20.8% | $5,651+130.1% |