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 | $26,008 | $109,881-76.3% | $150,045-82.7% | $84,808-69.3% |
| Participation rate | 96.0% | 76.1%+19.9pp | 82.3%+13.7pp | 68.3%+27.7pp |
| Annual return | 23.25% | 28.25%-5.0pp | 62.55%-39.3pp | 40.90%-17.7pp |
| Employer contribution / active EE | $2,472 | $3,561-30.6% | $4,693-47.3% | $2,631-6.1% |
| Participant deferral / active EE | $5,376 | $6,636-19.0% | $7,997-32.8% | $4,212+27.6% |
| Admin fee / account holder | $3,275 | $8,568-61.8% | $13,435-75.6% | $7,344-55.4% |