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 | $94,625-3.6% | $116,228-21.5% | $84,808+7.5% |
| Participation rate | 82.0% | 70.4%+11.5pp | 74.6%+7.4pp | 68.3%+13.7pp |
| Annual return | 26.97% | 20.40%+6.6pp | 90.06%-63.1pp | 40.90%-13.9pp |
| Employer contribution / active EE | $2,263 | $2,347-3.6% | $2,994-24.4% | $2,631-14.0% |
| Participant deferral / active EE | $5,057 | $3,972+27.3% | $4,953+2.1% | $4,212+20.1% |
| Admin fee / account holder | $3,510 | $10,091-65.2% | $11,989-70.7% | $7,344-52.2% |