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 | $23,456 | $60,892-61.5% | $82,389-71.5% | $84,808-72.3% |
| Participation rate | 92.5% | 63.3%+29.2pp | 69.5%+23.0pp | 68.3%+24.2pp |
| Annual return | 20.51% | 37.29%-16.8pp | 28.67%-8.2pp | 40.90%-20.4pp |
| Employer contribution / active EE | $2,744 | $1,779+54.2% | $2,517+9.0% | $2,631+4.3% |
| Participant deferral / active EE | $4,990 | $3,179+57.0% | $4,155+20.1% | $4,212+18.5% |
| Admin fee / account holder | $944 | $5,467-82.7% | $7,231-86.9% | $7,344-87.1% |