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 | $80,717-81.9% | $154,803-90.6% | $84,808-82.8% |
| Participation rate | 94.2% | 66.8%+27.4pp | 78.1%+16.1pp | 68.3%+25.9pp |
| Annual return | 25.85% | 37.96%-12.1pp | 58.88%-33.0pp | 40.90%-15.0pp |
| Employer contribution / active EE | $4,717 | $2,761+70.8% | $4,305+9.6% | $2,631+79.3% |
| Participant deferral / active EE | $2,328 | $3,303-29.5% | $5,540-58.0% | $4,212-44.7% |
| Admin fee / account holder | $406 | $6,746-94.0% | $14,329-97.2% | $7,344-94.5% |