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 | $29,504 | $114,381-74.2% | $107,525-72.6% | $142,382-79.3% |
| Participation rate | 78.9% | 78.1%+0.8pp | 75.1%+3.9pp | 80.1%-1.2pp |
| Annual return | 15.68% | 242.71%-227.0pp | 181.32%-165.6pp | 217.08%-201.4pp |
| Employer contribution / active EE | $2,443 | $4,015-39.1% | $3,754-34.9% | $4,299-43.2% |
| Participant deferral / active EE | $6,883 | $5,564+23.7% | $5,116+34.6% | $6,507+5.8% |
| Admin fee / account holder | $4,592 | $9,860-53.4% | $8,919-48.5% | $12,624-63.6% |