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 | $30,009 | $68,719-56.3% | $91,541-67.2% | $84,808-64.6% |
| Participation rate | 88.4% | 64.5%+23.9pp | 69.8%+18.6pp | 68.3%+20.1pp |
| Annual return | 22.30% | 19.12%+3.2pp | 20.50%+1.8pp | 40.90%-18.6pp |
| Employer contribution / active EE | $3,086 | $1,920+60.8% | $2,505+23.2% | $2,631+17.3% |
| Participant deferral / active EE | $5,371 | $3,136+71.3% | $4,008+34.0% | $4,212+27.5% |
| Admin fee / account holder | $1,177 | $5,786-79.7% | $6,956-83.1% | $7,344-84.0% |