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 | $38,393 | $95,266-59.7% | $82,389-53.4% | $142,382-73.0% |
| Participation rate | 82.4% | 74.5%+7.9pp | 69.5%+12.8pp | 80.1%+2.2pp |
| Annual return | 30.06% | 25.74%+4.3pp | 28.67%+1.4pp | 217.08%-187.0pp |
| Employer contribution / active EE | $5,890 | $2,991+96.9% | $2,517+134.0% | $4,299+37.0% |
| Participant deferral / active EE | $9,004 | $4,809+87.2% | $4,155+116.7% | $6,507+38.4% |
| Admin fee / account holder | $1,564 | $8,563-81.7% | $7,231-78.4% | $12,624-87.6% |