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 | $87,945 | $154,228-43.0% | $145,433-39.5% | $137,256-35.9% |
| Participation rate | 70.0% | 83.8%-13.8pp | 82.1%-12.1pp | 80.0%-10.0pp |
| Annual return | 20.95% | 74.59%-53.6pp | 66.58%-45.6pp | 220.34%-199.4pp |
| Employer contribution / active EE | $3,060 | $4,804-36.3% | $4,554-32.8% | $4,156-26.4% |
| Participant deferral / active EE | $6,976 | $8,216-15.1% | $7,897-11.7% | $6,407+8.9% |
| Admin fee / account holder | $362 | $14,344-97.5% | $13,129-97.2% | $12,270-97.1% |