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 | $17,482 | $116,167-85.0% | $64,489-72.9% | $137,256-87.3% |
| Participation rate | 75.0% | 68.2%+6.8pp | 67.7%+7.3pp | 80.0%-5.0pp |
| Annual return | 18.89% | 36.55%-17.7pp | 55.03%-36.1pp | 220.34%-201.5pp |
| Employer contribution / active EE | $3,746 | $2,483+50.9% | $1,523+146.0% | $4,156-9.9% |
| Participant deferral / active EE | $8,816 | $4,215+109.2% | $2,778+217.3% | $6,407+37.6% |
| Admin fee / account holder | $4,145 | $6,188-33.0% | $4,260-2.7% | $12,270-66.2% |