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 | $39,667 | $91,407-56.6% | $135,903-70.8% | $71,457-44.5% |
| Participation rate | 81.5% | 75.7%+5.8pp | 81.9%-0.5pp | 67.9%+13.5pp |
| Annual return | 30.52% | 29.90%+0.6pp | 68.23%-37.7pp | 28.85%+1.7pp |
| Employer contribution / active EE | $3,134 | $3,703-15.4% | $4,856-35.5% | $2,588+21.1% |
| Participant deferral / active EE | $5,198 | $7,092-26.7% | $7,758-33.0% | $4,289+21.2% |
| Admin fee / account holder | $1,871 | $1,266+47.8% | $10,762-82.6% | $1,587+17.8% |