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 | $87,166-63.5% | $76,735-58.5% | $137,256-76.8% |
| Participation rate | 80.0% | 74.4%+5.6pp | 69.5%+10.5pp | 80.0%0pp |
| Annual return | 21.80% | 26.50%-4.7pp | 29.77%-8.0pp | 220.34%-198.5pp |
| Employer contribution / active EE | $4,368 | $2,904+50.4% | $2,454+78.0% | $4,156+5.1% |
| Participant deferral / active EE | $4,884 | $4,726+3.3% | $4,088+19.5% | $6,407-23.8% |
| Admin fee / account holder | $3,493 | $8,403-58.4% | $7,189-51.4% | $12,270-71.5% |