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 | $69,455 | $112,729-38.4% | $98,716-29.6% | $137,256-49.4% |
| Participation rate | 90.0% | 74.2%+15.8pp | 69.3%+20.7pp | 80.0%+10.0pp |
| Annual return | 21.33% | 38.48%-17.2pp | 31.81%-10.5pp | 220.34%-199.0pp |
| Employer contribution / active EE | $2,077 | $2,725-23.8% | $2,279-8.8% | $4,156-50.0% |
| Participant deferral / active EE | $7,379 | $4,640+59.0% | $4,048+82.3% | $6,407+15.2% |
| Admin fee / account holder | $2,945 | $10,129-70.9% | $8,703-66.2% | $12,270-76.0% |