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 6-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 | $30,529 | $109,881-72.2% | $150,045-79.7% | $84,808-64.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 20.81% | 28.25%-7.4pp | 62.55%-41.7pp | 40.90%-20.1pp |
| Employer contribution / active EE | $3,710 | $3,561+4.2% | $4,693-21.0% | $2,631+41.0% |
| Participant deferral / active EE | $6,638 | $6,6360% | $7,997-17.0% | $4,212+57.6% |
| Admin fee / account holder | $1,123 | $8,568-86.9% | $13,435-91.6% | $7,344-84.7% |