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 | $60,586 | $124,425-51.3% | $112,040-45.9% | $137,256-55.9% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.5%+3.5pp | 80.0%0pp |
| Annual return | 19.37% | 24.72%-5.3pp | 24.52%-5.1pp | 220.34%-201.0pp |
| Employer contribution / active EE | $1,396 | $3,411-59.1% | $2,954-52.7% | $4,156-66.4% |
| Participant deferral / active EE | $13,025 | $5,718+127.8% | $5,098+155.5% | $6,407+103.3% |
| Admin fee / account holder | $1,479 | $15,207-90.3% | $12,098-87.8% | $12,270-87.9% |