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 | $24,334 | $60,022-59.5% | $88,946-72.6% | $84,808-71.3% |
| Participation rate | 77.4% | 57.8%+19.6pp | 68.8%+8.6pp | 68.3%+9.1pp |
| Annual return | 22.98% | 22.43%+0.5pp | 57.82%-34.8pp | 40.90%-17.9pp |
| Employer contribution / active EE | $2,564 | $1,703+50.6% | $2,555+0.3% | $2,631-2.6% |
| Participant deferral / active EE | $6,748 | $3,114+116.7% | $4,581+47.3% | $4,212+60.2% |
| Admin fee / account holder | $1,490 | $4,811-69.0% | $8,261-82.0% | $7,344-79.7% |