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 | $26,657 | $81,248-67.2% | $155,509-82.9% | $80,856-67.0% |
| Participation rate | 85.7% | 66.2%+19.5pp | 78.2%+7.5pp | 67.6%+18.1pp |
| Annual return | 19.96% | 33.31%-13.3pp | 64.67%-44.7pp | 35.59%-15.6pp |
| Employer contribution / active EE | $3,149 | $3,100+1.6% | $4,672-32.6% | $2,755+14.3% |
| Participant deferral / active EE | $5,259 | $3,452+52.4% | $5,626-6.5% | $4,296+22.4% |
| Admin fee / account holder | $1,779 | $7,997-77.8% | $15,912-88.8% | $6,918-74.3% |