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 | $8,879 | $100,773-91.2% | $88,946-90.0% | $142,382-93.8% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.8%+11.2pp | 80.1%-0.1pp |
| Annual return | 22.95% | 70.18%-47.2pp | 57.82%-34.9pp | 217.08%-194.1pp |
| Employer contribution / active EE | $2,201 | $2,918-24.5% | $2,555-13.8% | $4,299-48.8% |
| Participant deferral / active EE | $4,756 | $5,230-9.1% | $4,581+3.8% | $6,507-26.9% |
| Admin fee / account holder | $1,744 | $9,693-82.0% | $8,261-78.9% | $12,624-86.2% |