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 | $102,245-71.5% | $89,340-67.4% | $137,256-78.8% |
| Participation rate | 86.7% | 74.9%+11.8pp | 69.6%+17.1pp | 80.0%+6.7pp |
| Annual return | 25.04% | 21.89%+3.2pp | 20.57%+4.5pp | 220.34%-195.3pp |
| Employer contribution / active EE | $2,808 | $2,529+11.0% | $2,231+25.8% | $4,156-32.4% |
| Participant deferral / active EE | $7,997 | $4,436+80.3% | $3,823+109.2% | $6,407+24.8% |
| Admin fee / account holder | $313 | $8,085-96.1% | $6,704-95.3% | $12,270-97.5% |