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 | $45,542 | $60,892-25.2% | $82,389-44.7% | $84,808-46.3% |
| Participation rate | 82.1% | 63.3%+18.9pp | 69.5%+12.6pp | 68.3%+13.8pp |
| Annual return | 18.66% | 37.29%-18.6pp | 28.67%-10.0pp | 40.90%-22.2pp |
| Employer contribution / active EE | $1,810 | $1,779+1.7% | $2,517-28.1% | $2,631-31.2% |
| Participant deferral / active EE | $6,828 | $3,179+114.8% | $4,155+64.3% | $4,212+62.1% |
| Admin fee / account holder | $2,505 | $5,467-54.2% | $7,231-65.4% | $7,344-65.9% |