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 | $32,428 | $114,381-71.6% | $107,525-69.8% | $142,382-77.2% |
| Participation rate | 81.0% | 78.1%+2.8pp | 75.1%+5.9pp | 80.1%+0.8pp |
| Annual return | 24.91% | 242.71%-217.8pp | 181.32%-156.4pp | 217.08%-192.2pp |
| Employer contribution / active EE | $3,880 | $4,015-3.4% | $3,754+3.4% | $4,299-9.8% |
| Participant deferral / active EE | $6,329 | $5,564+13.7% | $5,116+23.7% | $6,507-2.7% |
| Admin fee / account holder | $2,590 | $9,860-73.7% | $8,919-71.0% | $12,624-79.5% |