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 | $41,712 | $100,970-58.7% | $96,576-56.8% | $137,256-69.6% |
| Participation rate | 85.7% | 82.6%+3.1pp | 81.4%+4.3pp | 80.0%+5.8pp |
| Annual return | 22.18% | 38.16%-16.0pp | 38.47%-16.3pp | 220.34%-198.2pp |
| Employer contribution / active EE | $3,691 | $3,809-3.1% | $3,553+3.9% | $4,156-11.2% |
| Participant deferral / active EE | $6,419 | $8,286-22.5% | $7,956-19.3% | $6,407+0.2% |
| Admin fee / account holder | $412 | $11,312-96.4% | $11,381-96.4% | $12,270-96.6% |