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 | $31,437 | $73,787-57.4% | $98,716-68.2% | $82,448-61.9% |
| Participation rate | 78.6% | 61.4%+17.2pp | 69.3%+9.3pp | 68.1%+10.5pp |
| Annual return | 20.31% | 18.57%+1.7pp | 31.81%-11.5pp | 41.64%-21.3pp |
| Employer contribution / active EE | $3,020 | $1,511+99.8% | $2,279+32.5% | $2,551+18.4% |
| Participant deferral / active EE | $5,192 | $3,081+68.5% | $4,048+28.3% | $4,139+25.4% |
| Admin fee / account holder | $4,648 | $6,500-28.5% | $8,703-46.6% | $7,234-35.7% |