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 | $29,150 | $107,452-72.9% | $91,541-68.2% | $142,382-79.5% |
| Participation rate | 86.7% | 75.1%+11.6pp | 69.8%+16.9pp | 80.1%+6.5pp |
| Annual return | 25.04% | 22.06%+3.0pp | 20.50%+4.5pp | 217.08%-192.0pp |
| Employer contribution / active EE | $2,808 | $2,994-6.2% | $2,505+12.1% | $4,299-34.7% |
| Participant deferral / active EE | $7,997 | $4,754+68.2% | $4,008+99.5% | $6,507+22.9% |
| Admin fee / account holder | $313 | $8,834-96.5% | $6,956-95.5% | $12,624-97.5% |