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 | $18,671 | $60,892-69.3% | $82,389-77.3% | $84,808-78.0% |
| Participation rate | 92.3% | 63.3%+29.0pp | 69.5%+22.8pp | 68.3%+24.0pp |
| Annual return | 18.01% | 37.29%-19.3pp | 28.67%-10.7pp | 40.90%-22.9pp |
| Employer contribution / active EE | $3,460 | $1,779+94.5% | $2,517+37.5% | $2,631+31.5% |
| Participant deferral / active EE | $5,311 | $3,179+67.1% | $4,155+27.8% | $4,212+26.1% |
| Admin fee / account holder | $3,030 | $5,467-44.6% | $7,231-58.1% | $7,344-58.7% |