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 | $23,890 | $80,717-70.4% | $154,803-84.6% | $84,808-71.8% |
| Participation rate | 89.7% | 66.8%+22.9pp | 78.1%+11.6pp | 68.3%+21.4pp |
| Annual return | 14.89% | 37.96%-23.1pp | 58.88%-44.0pp | 40.90%-26.0pp |
| Employer contribution / active EE | $2,048 | $2,761-25.8% | $4,305-52.4% | $2,631-22.2% |
| Participant deferral / active EE | $3,588 | $3,303+8.6% | $5,540-35.2% | $4,212-14.8% |
| Admin fee / account holder | $2,105 | $6,746-68.8% | $14,329-85.3% | $7,344-71.3% |