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 4-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 | $23,479 | $81,248-71.1% | $155,509-84.9% | $80,856-71.0% |
| Participation rate | 97.7% | 66.2%+31.4pp | 78.2%+19.5pp | 67.6%+30.0pp |
| Annual return | 23.88% | 33.31%-9.4pp | 64.67%-40.8pp | 35.59%-11.7pp |
| Employer contribution / active EE | $3,345 | $3,100+7.9% | $4,672-28.4% | $2,755+21.4% |
| Participant deferral / active EE | $6,742 | $3,452+95.3% | $5,626+19.8% | $4,296+56.9% |
| Admin fee / account holder | $694 | $7,997-91.3% | $15,912-95.6% | $6,918-90.0% |