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 | $54,170 | $74,927-27.7% | $101,794-46.8% | $84,808-36.1% |
| Participation rate | 86.3% | 61.4%+24.9pp | 69.2%+17.1pp | 68.3%+18.0pp |
| Annual return | 21.99% | 18.70%+3.3pp | 30.53%-8.5pp | 40.90%-18.9pp |
| Employer contribution / active EE | $2,403 | $1,522+57.9% | $2,289+5.0% | $2,631-8.7% |
| Participant deferral / active EE | $6,473 | $3,099+108.9% | $4,084+58.5% | $4,212+53.7% |
| Admin fee / account holder | $726 | $6,514-88.9% | $8,777-91.7% | $7,344-90.1% |