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 5-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 | $23,153 | $73,787-68.6% | $98,716-76.5% | $82,448-71.9% |
| Participation rate | 89.3% | 61.4%+27.9pp | 69.3%+20.0pp | 68.1%+21.2pp |
| Annual return | 12.50% | 18.57%-6.1pp | 31.81%-19.3pp | 41.64%-29.1pp |
| Employer contribution / active EE | $4,487 | $1,511+196.9% | $2,279+96.9% | $2,551+75.9% |
| Participant deferral / active EE | $2,013 | $3,081-34.7% | $4,048-50.3% | $4,139-51.4% |
| Admin fee / account holder | $3,633 | $6,500-44.1% | $8,703-58.3% | $7,234-49.8% |