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 6-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 | $34,062 | $109,881-69.0% | $150,045-77.3% | $84,808-59.8% |
| Participation rate | 97.6% | 76.1%+21.6pp | 82.3%+15.3pp | 68.3%+29.3pp |
| Annual return | 17.96% | 28.25%-10.3pp | 62.55%-44.6pp | 40.90%-22.9pp |
| Employer contribution / active EE | $2,504 | $3,561-29.7% | $4,693-46.6% | $2,631-4.8% |
| Participant deferral / active EE | $3,781 | $6,636-43.0% | $7,997-52.7% | $4,212-10.2% |
| Admin fee / account holder | $2,145 | $8,568-75.0% | $13,435-84.0% | $7,344-70.8% |