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 | $52,358 | $106,749-51.0% | $145,433-64.0% | $82,448-36.5% |
| Participation rate | 91.1% | 75.6%+15.5pp | 82.1%+9.0pp | 68.1%+23.0pp |
| Annual return | 18.33% | 27.59%-9.3pp | 66.58%-48.2pp | 41.64%-23.3pp |
| Employer contribution / active EE | $3,424 | $3,444-0.6% | $4,554-24.8% | $2,551+34.2% |
| Participant deferral / active EE | $10,714 | $6,519+64.4% | $7,897+35.7% | $4,139+158.8% |
| Admin fee / account holder | $2,700 | $8,390-67.8% | $13,129-79.4% | $7,234-62.7% |