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 3-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 | $14,606 | $76,407-80.9% | $150,298-90.3% | $82,448-82.3% |
| Participation rate | 94.2% | 66.4%+27.8pp | 77.8%+16.4pp | 68.1%+26.1pp |
| Annual return | 25.85% | 39.99%-14.1pp | 62.79%-36.9pp | 41.64%-15.8pp |
| Employer contribution / active EE | $4,717 | $2,614+80.4% | $4,154+13.5% | $2,551+84.9% |
| Participant deferral / active EE | $2,328 | $3,214-27.6% | $5,453-57.3% | $4,139-43.8% |
| Admin fee / account holder | $406 | $6,352-93.6% | $14,116-97.1% | $7,234-94.4% |