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 | $24,735 | $106,749-76.8% | $145,433-83.0% | $82,448-70.0% |
| Participation rate | 95.2% | 75.6%+19.6pp | 82.1%+13.1pp | 68.1%+27.2pp |
| Annual return | 37.68% | 27.59%+10.1pp | 66.58%-28.9pp | 41.64%-4.0pp |
| Employer contribution / active EE | $3,405 | $3,444-1.2% | $4,554-25.2% | $2,551+33.5% |
| Participant deferral / active EE | $6,605 | $6,519+1.3% | $7,897-16.4% | $4,139+59.6% |
| Admin fee / account holder | $991 | $8,390-88.2% | $13,129-92.4% | $7,234-86.3% |