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 5-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 | $30,153 | $78,422-61.6% | $95,952-68.6% | $79,858-62.2% |
| Participation rate | 97.9% | 73.5%+24.4pp | 77.1%+20.8pp | 69.6%+28.2pp |
| Annual return | 18.12% | 19.37%-1.3pp | 91.61%-73.5pp | 31.71%-13.6pp |
| Employer contribution / active EE | $2,766 | $1,945+42.2% | $2,541+8.9% | $2,471+12.0% |
| Participant deferral / active EE | $4,564 | $3,440+32.7% | $4,167+9.5% | $3,740+22.0% |
| Admin fee / account holder | $4,609 | $5,622-18.0% | $6,795-32.2% | $5,306-13.1% |