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 | $103,399 | $127,065-18.6% | $113,168-8.6% | $142,382-27.4% |
| Participation rate | 87.5% | 79.2%+8.3pp | 76.6%+10.9pp | 80.1%+7.4pp |
| Annual return | 13.91% | 24.03%-10.1pp | 24.27%-10.4pp | 217.08%-203.2pp |
| Employer contribution / active EE | $2,791 | $3,442-18.9% | $2,975-6.2% | $4,299-35.1% |
| Participant deferral / active EE | $6,573 | $5,716+15.0% | $5,107+28.7% | $6,507+1.0% |
| Admin fee / account holder | $5,593 | $15,736-64.5% | $12,068-53.7% | $12,624-55.7% |