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 | $58,639 | $92,798-36.8% | $96,707-39.4% | $137,256-57.3% |
| Participation rate | 81.8% | 81.6%+0.2pp | 80.4%+1.5pp | 80.0%+1.9pp |
| Annual return | 25.06% | 31.24%-6.2pp | 34.78%-9.7pp | 220.34%-195.3pp |
| Employer contribution / active EE | $6,036 | $4,147+45.5% | $4,191+44.0% | $4,156+45.2% |
| Participant deferral / active EE | $13,021 | $5,877+121.6% | $5,997+117.1% | $6,407+103.2% |
| Admin fee / account holder | $2,622 | $7,946-67.0% | $7,503-65.1% | $12,270-78.6% |