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 | $31,203 | $71,050-56.1% | $93,606-66.7% | $80,856-61.4% |
| Participation rate | 80.8% | 60.4%+20.4pp | 68.7%+12.0pp | 67.6%+13.1pp |
| Annual return | 17.77% | 11.26%+6.5pp | 133.20%-115.4pp | 35.59%-17.8pp |
| Employer contribution / active EE | $1,844 | $1,564+17.9% | $2,420-23.8% | $2,755-33.1% |
| Participant deferral / active EE | $4,686 | $4,034+16.2% | $4,411+6.2% | $4,296+9.1% |
| Admin fee / account holder | $510 | $6,945-92.7% | $8,285-93.8% | $6,918-92.6% |