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 | $32,137 | $104,974-69.4% | $95,585-66.4% | $142,382-77.4% |
| Participation rate | 75.0% | 75.0%0pp | 72.1%+2.9pp | 80.1%-5.1pp |
| Annual return | 21.80% | 210.33%-188.5pp | 38.56%-16.8pp | 217.08%-195.3pp |
| Employer contribution / active EE | $4,481 | $2,779+61.3% | $2,527+77.4% | $4,299+4.2% |
| Participant deferral / active EE | $7,164 | $4,352+64.6% | $4,023+78.1% | $6,507+10.1% |
| Admin fee / account holder | $8,305 | $6,386+30.0% | $6,127+35.5% | $12,624-34.2% |