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 | $41,670 | $74,927-44.4% | $101,794-59.1% | $84,808-50.9% |
| Participation rate | 72.4% | 61.4%+11.0pp | 69.2%+3.2pp | 68.3%+4.1pp |
| Annual return | 20.53% | 18.70%+1.8pp | 30.53%-10.0pp | 40.90%-20.4pp |
| Employer contribution / active EE | $2,590 | $1,522+70.2% | $2,289+13.1% | $2,631-1.6% |
| Participant deferral / active EE | $4,992 | $3,099+61.1% | $4,084+22.2% | $4,212+18.5% |
| Admin fee / account holder | $5,973 | $6,514-8.3% | $8,777-31.9% | $7,344-18.7% |