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 | $37,904 | $106,749-64.5% | $145,433-73.9% | $82,448-54.0% |
| Participation rate | 90.9% | 75.6%+15.3pp | 82.1%+8.8pp | 68.1%+22.8pp |
| Annual return | 17.17% | 27.59%-10.4pp | 66.58%-49.4pp | 41.64%-24.5pp |
| Employer contribution / active EE | $2,056 | $3,444-40.3% | $4,554-54.9% | $2,551-19.4% |
| Participant deferral / active EE | $5,451 | $6,519-16.4% | $7,897-31.0% | $4,139+31.7% |
| Admin fee / account holder | $3,136 | $8,390-62.6% | $13,129-76.1% | $7,234-56.7% |