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 | $29,629 | $73,787-59.8% | $98,716-70.0% | $82,448-64.1% |
| Participation rate | 71.1% | 61.4%+9.7pp | 69.3%+1.8pp | 68.1%+3.0pp |
| Annual return | 18.26% | 18.57%-0.3pp | 31.81%-13.5pp | 41.64%-23.4pp |
| Employer contribution / active EE | $2,759 | $1,511+82.5% | $2,279+21.1% | $2,551+8.1% |
| Participant deferral / active EE | $4,652 | $3,081+51.0% | $4,048+14.9% | $4,139+12.4% |
| Admin fee / account holder | $5,896 | $6,500-9.3% | $8,703-32.3% | $7,234-18.5% |