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 | $72,702 | $80,717-9.9% | $154,803-53.0% | $84,808-14.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 19.80% | 37.96%-18.2pp | 58.88%-39.1pp | 40.90%-21.1pp |
| Employer contribution / active EE | $2,470 | $2,761-10.6% | $4,305-42.6% | $2,631-6.1% |
| Participant deferral / active EE | $5,853 | $3,303+77.2% | $5,540+5.6% | $4,212+39.0% |
| Admin fee / account holder | $2,596 | $6,746-61.5% | $14,329-81.9% | $7,344-64.7% |