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 | $73,787-59.2% | $98,716-69.5% | $82,448-63.5% |
| Participation rate | 81.5% | 61.4%+20.1pp | 69.3%+12.2pp | 68.1%+13.4pp |
| Annual return | 21.39% | 18.57%+2.8pp | 31.81%-10.4pp | 41.64%-20.3pp |
| Employer contribution / active EE | $1,794 | $1,511+18.7% | $2,279-21.3% | $2,551-29.7% |
| Participant deferral / active EE | $5,773 | $3,081+87.4% | $4,048+42.6% | $4,139+39.5% |
| Admin fee / account holder | $875 | $6,500-86.5% | $8,703-90.0% | $7,234-87.9% |