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 | $26,323 | $109,881-76.0% | $150,045-82.5% | $84,808-69.0% |
| Participation rate | 94.7% | 76.1%+18.7pp | 82.3%+12.4pp | 68.3%+26.4pp |
| Annual return | 25.66% | 28.25%-2.6pp | 62.55%-36.9pp | 40.90%-15.2pp |
| Employer contribution / active EE | $3,383 | $3,561-5.0% | $4,693-27.9% | $2,631+28.6% |
| Participant deferral / active EE | $6,775 | $6,636+2.1% | $7,997-15.3% | $4,212+60.9% |
| Admin fee / account holder | $2,915 | $8,568-66.0% | $13,435-78.3% | $7,344-60.3% |