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 5-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 | $30,484 | $46,869-35.0% | $122,332-75.1% | $70,131-56.5% |
| Participation rate | 97.9% | 58.2%+39.7pp | 71.6%+26.2pp | 69.5%+28.3pp |
| Annual return | 18.21% | 24.22%-6.0pp | 30.27%-12.1pp | 73.14%-54.9pp |
| Employer contribution / active EE | $1,498 | $1,288+16.3% | $4,050-63.0% | $2,342-36.1% |
| Participant deferral / active EE | $2,390 | $2,166+10.3% | $3,287-27.3% | $3,332-28.3% |
| Admin fee / account holder | $1,615 | $3,322-51.4% | $5,478-70.5% | $4,645-65.2% |