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 6-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 | $24,940 | $53,777-53.6% | $134,143-81.4% | $79,858-68.8% |
| Participation rate | 88.0% | 58.8%+29.2pp | 72.2%+15.8pp | 69.6%+18.4pp |
| Annual return | 17.87% | 19.01%-1.1pp | 36.33%-18.5pp | 31.71%-13.8pp |
| Employer contribution / active EE | $3,656 | $1,321+176.7% | $3,704-1.3% | $2,471+48.0% |
| Participant deferral / active EE | $5,266 | $2,420+117.6% | $3,499+50.5% | $3,740+40.8% |
| Admin fee / account holder | $4,947 | $3,984+24.2% | $6,684-26.0% | $5,306-6.8% |