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 | $145,518 | $100,970+44.1% | $96,576+50.7% | $137,256+6.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 13.41% | 38.16%-24.7pp | 38.47%-25.1pp | 220.34%-206.9pp |
| Employer contribution / active EE | $2,499 | $3,809-34.4% | $3,553-29.7% | $4,156-39.9% |
| Participant deferral / active EE | $7,346 | $8,286-11.3% | $7,956-7.7% | $6,407+14.7% |
| Admin fee / account holder | $1,536 | $11,312-86.4% | $11,381-86.5% | $12,270-87.5% |