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 | $159,182 | $146,267+8.8% | $197,124-19.2% | $82,448+93.1% |
| Participation rate | 89.3% | 84.0%+5.3pp | 86.7%+2.6pp | 68.1%+21.2pp |
| Annual return | 17.30% | 29.61%-12.3pp | 44.34%-27.0pp | 41.64%-24.3pp |
| Employer contribution / active EE | $2,297 | $4,723-51.4% | $6,227-63.1% | $2,551-10.0% |
| Participant deferral / active EE | $6,916 | $7,035-1.7% | $9,135-24.3% | $4,139+67.1% |
| Admin fee / account holder | $5,221 | $14,422-63.8% | $16,298-68.0% | $7,234-27.8% |