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 5-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 | $40,734 | $93,571-56.5% | $135,903-70.0% | $75,163-45.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 36.76% | 30.90%+5.9pp | 68.23%-31.5pp | 160.62%-123.9pp |
| Employer contribution / active EE | $3,983 | $3,537+12.6% | $4,856-18.0% | $2,670+49.2% |
| Participant deferral / active EE | $7,235 | $6,404+13.0% | $7,758-6.7% | $4,125+75.4% |
| Admin fee / account holder | $2,813 | $6,975-59.7% | $10,762-73.9% | $5,651-50.2% |