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 | $30,095 | $74,927-59.8% | $101,794-70.4% | $84,808-64.5% |
| Participation rate | 81.5% | 61.4%+20.1pp | 69.2%+12.3pp | 68.3%+13.2pp |
| Annual return | 21.39% | 18.70%+2.7pp | 30.53%-9.1pp | 40.90%-19.5pp |
| Employer contribution / active EE | $1,794 | $1,522+17.9% | $2,289-21.6% | $2,631-31.8% |
| Participant deferral / active EE | $5,773 | $3,099+86.3% | $4,084+41.4% | $4,212+37.1% |
| Admin fee / account holder | $875 | $6,514-86.6% | $8,777-90.0% | $7,344-88.1% |