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 | $69,536 | $100,004-30.5% | $81,438-14.6% | $145,959-52.4% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.5%+10.5pp | 80.3%-0.3pp |
| Annual return | 13.16% | 34.34%-21.2pp | 24.74%-11.6pp | 561.95%-548.8pp |
| Employer contribution / active EE | $1,500 | $2,970-49.5% | $2,460-39.0% | $4,661-67.8% |
| Participant deferral / active EE | $15,300 | $4,603+232.4% | $3,883+294.0% | $6,689+128.8% |
| Admin fee / account holder | $780 | $8,202-90.5% | $5,764-86.5% | $13,398-94.2% |