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 | $31,358 | $106,749-70.6% | $145,433-78.4% | $82,448-62.0% |
| Participation rate | 73.7% | 75.6%-2.0pp | 82.1%-8.4pp | 68.1%+5.6pp |
| Annual return | 20.34% | 27.59%-7.3pp | 66.58%-46.2pp | 41.64%-21.3pp |
| Employer contribution / active EE | $2,000 | $3,444-41.9% | $4,554-56.1% | $2,551-21.6% |
| Participant deferral / active EE | $4,814 | $6,519-26.1% | $7,897-39.0% | $4,139+16.3% |
| Admin fee / account holder | $2,701 | $8,390-67.8% | $13,129-79.4% | $7,234-62.7% |