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 5-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 | $33,890 | $172,111-80.3% | $150,298-77.5% | $137,256-75.3% |
| Participation rate | 90.0% | 81.7%+8.3pp | 77.8%+12.2pp | 80.0%+10.0pp |
| Annual return | 18.23% | 69.37%-51.1pp | 62.79%-44.6pp | 220.34%-202.1pp |
| Employer contribution / active EE | $3,444 | $4,636-25.7% | $4,154-17.1% | $4,156-17.1% |
| Participant deferral / active EE | $7,254 | $6,166+17.7% | $5,453+33.0% | $6,407+13.2% |
| Admin fee / account holder | $10,022 | $16,471-39.2% | $14,116-29.0% | $12,270-18.3% |