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 4-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 | $87,350 | $109,413-20.2% | $156,263-44.1% | $84,808+3.0% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 12.72% | 20.18%-7.5pp | 59.47%-46.8pp | 40.90%-28.2pp |
| Employer contribution / active EE | $3,351 | $2,907+15.3% | $4,333-22.7% | $2,631+27.4% |
| Participant deferral / active EE | $3,691 | $4,590-19.6% | $6,158-40.1% | $4,212-12.3% |
| Admin fee / account holder | $6,381 | $9,357-31.8% | $14,255-55.2% | $7,344-13.1% |