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 | $91,203 | $94,031-3.0% | $115,768-21.2% | $82,448+10.6% |
| Participation rate | 82.0% | 70.4%+11.5pp | 74.4%+7.6pp | 68.1%+13.9pp |
| Annual return | 26.97% | 20.61%+6.4pp | 100.46%-73.5pp | 41.64%-14.7pp |
| Employer contribution / active EE | $2,263 | $2,323-2.6% | $2,940-23.0% | $2,551-11.3% |
| Participant deferral / active EE | $5,057 | $3,972+27.3% | $4,917+2.9% | $4,139+22.2% |
| Admin fee / account holder | $3,510 | $10,249-65.7% | $12,439-71.8% | $7,234-51.5% |