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 | $37,772 | $112,729-66.5% | $98,716-61.7% | $137,256-72.5% |
| Participation rate | 95.0% | 74.2%+20.8pp | 69.3%+25.7pp | 80.0%+15.0pp |
| Annual return | 11.97% | 38.48%-26.5pp | 31.81%-19.8pp | 220.34%-208.4pp |
| Employer contribution / active EE | $3,640 | $2,725+33.6% | $2,279+59.7% | $4,156-12.4% |
| Participant deferral / active EE | $6,820 | $4,640+47.0% | $4,048+68.5% | $6,407+6.5% |
| Admin fee / account holder | $14,312 | $10,129+41.3% | $8,703+64.4% | $12,270+16.6% |