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 5-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 | $23,536 | $80,717-70.8% | $154,803-84.8% | $84,808-72.2% |
| Participation rate | 96.2% | 66.8%+29.4pp | 78.1%+18.1pp | 68.3%+27.9pp |
| Annual return | 36.07% | 37.96%-1.9pp | 58.88%-22.8pp | 40.90%-4.8pp |
| Employer contribution / active EE | $2,412 | $2,761-12.6% | $4,305-44.0% | $2,631-8.3% |
| Participant deferral / active EE | $4,195 | $3,303+27.0% | $5,540-24.3% | $4,212-0.4% |
| Admin fee / account holder | $1,428 | $6,746-78.8% | $14,329-90.0% | $7,344-80.5% |