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 | $77,490 | $85,022-8.9% | $70,515+9.9% | $139,434-44.4% |
| Participation rate | 80.0% | 73.9%+6.1pp | 68.3%+11.7pp | 80.3%-0.3pp |
| Annual return | 15.60% | 30.38%-14.8pp | 32.77%-17.2pp | 372.94%-357.3pp |
| Employer contribution / active EE | $2,809 | $3,909-28.1% | $2,973-5.5% | $4,751-40.9% |
| Participant deferral / active EE | $4,382 | $5,890-25.6% | $4,567-4.0% | $6,710-34.7% |
| Admin fee / account holder | $539 | $8,906-93.9% | $6,412-91.6% | $11,403-95.3% |