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 | $100,770 | $109,881-8.3% | $150,045-32.8% | $84,808+18.8% |
| Participation rate | 85.0% | 76.1%+8.9pp | 82.3%+2.7pp | 68.3%+16.7pp |
| Annual return | 0.00% | 28.25%-28.2pp | 62.55%-62.5pp | 40.90%-40.9pp |
| Employer contribution / active EE | $3,366 | $3,561-5.5% | $4,693-28.3% | $2,631+27.9% |
| Participant deferral / active EE | $6,543 | $6,636-1.4% | $7,997-18.2% | $4,212+55.4% |
| Admin fee / account holder | $3,049 | $8,568-64.4% | $13,435-77.3% | $7,344-58.5% |