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 | $27,657 | $78,926-65.0% | $136,749-79.8% | $84,808-67.4% |
| Participation rate | 85.7% | 62.2%+23.5pp | 72.1%+13.6pp | 68.3%+17.4pp |
| Annual return | 18.80% | 18.17%+0.6pp | 24.33%-5.5pp | 40.90%-22.1pp |
| Employer contribution / active EE | $3,279 | $2,134+53.6% | $3,400-3.5% | $2,631+24.6% |
| Participant deferral / active EE | $5,849 | $3,168+84.6% | $4,692+24.7% | $4,212+38.9% |
| Admin fee / account holder | $1,615 | $6,369-74.6% | $11,386-85.8% | $7,344-78.0% |