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 4-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 | $29,457 | $80,717-63.5% | $154,803-81.0% | $84,808-65.3% |
| Participation rate | 91.7% | 66.8%+24.9pp | 78.1%+13.6pp | 68.3%+23.4pp |
| Annual return | 25.50% | 37.96%-12.5pp | 58.88%-33.4pp | 40.90%-15.4pp |
| Employer contribution / active EE | $2,823 | $2,761+2.2% | $4,305-34.4% | $2,631+7.3% |
| Participant deferral / active EE | $6,177 | $3,303+87.0% | $5,540+11.5% | $4,212+46.7% |
| Admin fee / account holder | $615 | $6,746-90.9% | $14,329-95.7% | $7,344-91.6% |