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 | $49,852 | $148,978-66.5% | $200,582-75.1% | $84,808-41.2% |
| Participation rate | 81.1% | 84.2%-3.1pp | 86.9%-5.8pp | 68.3%+12.8pp |
| Annual return | 22.41% | 28.16%-5.8pp | 42.33%-19.9pp | 40.90%-18.5pp |
| Employer contribution / active EE | $5,814 | $4,815+20.7% | $6,419-9.4% | $2,631+121.0% |
| Participant deferral / active EE | $12,002 | $7,142+68.0% | $9,331+28.6% | $4,212+185.0% |
| Admin fee / account holder | $6,885 | $13,977-50.7% | $16,305-57.8% | $7,344-6.2% |