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 | $26,839 | $93,571-71.3% | $135,903-80.3% | $75,163-64.3% |
| Participation rate | 88.9% | 75.2%+13.7pp | 81.9%+7.0pp | 67.2%+21.7pp |
| Annual return | 20.18% | 30.90%-10.7pp | 68.23%-48.1pp | 160.62%-140.4pp |
| Employer contribution / active EE | $3,458 | $3,537-2.2% | $4,856-28.8% | $2,670+29.5% |
| Participant deferral / active EE | $7,063 | $6,404+10.3% | $7,758-9.0% | $4,125+71.2% |
| Admin fee / account holder | $1,527 | $6,975-78.1% | $10,762-85.8% | $5,651-73.0% |