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 4-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 | $38,331 | $93,571-59.0% | $135,903-71.8% | $75,163-49.0% |
| Participation rate | 71.7% | 75.2%-3.4pp | 81.9%-10.2pp | 67.2%+4.5pp |
| Annual return | 24.34% | 30.90%-6.6pp | 68.23%-43.9pp | 160.62%-136.3pp |
| Employer contribution / active EE | $2,859 | $3,537-19.2% | $4,856-41.1% | $2,670+7.1% |
| Participant deferral / active EE | $7,169 | $6,404+11.9% | $7,758-7.6% | $4,125+73.8% |
| Admin fee / account holder | $3,254 | $6,975-53.4% | $10,762-69.8% | $5,651-42.4% |