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 | $31,826 | $95,266-66.6% | $82,389-61.4% | $142,382-77.6% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.5%+10.5pp | 80.1%-0.1pp |
| Annual return | 21.80% | 25.74%-3.9pp | 28.67%-6.9pp | 217.08%-195.3pp |
| Employer contribution / active EE | $4,368 | $2,991+46.0% | $2,517+73.5% | $4,299+1.6% |
| Participant deferral / active EE | $4,884 | $4,809+1.6% | $4,155+17.6% | $6,507-24.9% |
| Admin fee / account holder | $3,493 | $8,563-59.2% | $7,231-51.7% | $12,624-72.3% |