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 | $13,850 | $54,705-74.7% | $71,209-80.6% | $84,808-83.7% |
| Participation rate | 85.7% | 64.1%+21.6pp | 73.8%+12.0pp | 68.3%+17.4pp |
| Annual return | 38.58% | 35.90%+2.7pp | 282.51%-243.9pp | 40.90%-2.3pp |
| Employer contribution / active EE | $2,354 | $2,158+9.1% | $2,721-13.5% | $2,631-10.5% |
| Participant deferral / active EE | $4,282 | $3,030+41.3% | $4,175+2.6% | $4,212+1.7% |
| Admin fee / account holder | $5,200 | $4,863+6.9% | $5,349-2.8% | $7,344-29.2% |