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 | $51,638-73.2% | $68,368-79.7% | $82,448-83.2% |
| Participation rate | 85.7% | 63.6%+22.1pp | 73.8%+12.0pp | 68.1%+17.6pp |
| Annual return | 38.58% | 37.53%+1.0pp | 292.57%-254.0pp | 41.64%-3.1pp |
| Employer contribution / active EE | $2,354 | $2,047+15.0% | $2,649-11.1% | $2,551-7.7% |
| Participant deferral / active EE | $4,282 | $2,914+47.0% | $4,123+3.9% | $4,139+3.4% |
| Admin fee / account holder | $5,200 | $4,643+12.0% | $5,150+1.0% | $7,234-28.1% |