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 | $29,654 | $124,425-76.2% | $112,040-73.5% | $137,256-78.4% |
| Participation rate | 91.7% | 79.3%+12.4pp | 76.5%+15.2pp | 80.0%+11.7pp |
| Annual return | 22.96% | 24.72%-1.8pp | 24.52%-1.6pp | 220.34%-197.4pp |
| Employer contribution / active EE | $3,920 | $3,411+14.9% | $2,954+32.7% | $4,156-5.7% |
| Participant deferral / active EE | $6,454 | $5,718+12.9% | $5,098+26.6% | $6,407+0.7% |
| Admin fee / account holder | $1,193 | $15,207-92.2% | $12,098-90.1% | $12,270-90.3% |