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 | $30,239 | $127,065-76.2% | $113,168-73.3% | $142,382-78.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 18.03% | 24.03%-6.0pp | 24.27%-6.2pp | 217.08%-199.0pp |
| Employer contribution / active EE | $3,297 | $3,442-4.2% | $2,975+10.8% | $4,299-23.3% |
| Participant deferral / active EE | $5,135 | $5,716-10.2% | $5,107+0.6% | $6,507-21.1% |
| Admin fee / account holder | $2,617 | $15,736-83.4% | $12,068-78.3% | $12,624-79.3% |