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 | $50,626 | $117,983-57.1% | $101,794-50.3% | $142,382-64.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 21.71% | 36.92%-15.2pp | 30.53%-8.8pp | 217.08%-195.4pp |
| Employer contribution / active EE | $3,162 | $2,773+14.0% | $2,289+38.1% | $4,299-26.5% |
| Participant deferral / active EE | $5,780 | $4,714+22.6% | $4,084+41.5% | $6,507-11.2% |
| Admin fee / account holder | $3,442 | $10,433-67.0% | $8,777-60.8% | $12,624-72.7% |