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 | $46,933 | $127,065-63.1% | $113,168-58.5% | $142,382-67.0% |
| Participation rate | 94.7% | 79.2%+15.5pp | 76.6%+18.2pp | 80.1%+14.6pp |
| Annual return | 17.86% | 24.03%-6.2pp | 24.27%-6.4pp | 217.08%-199.2pp |
| Employer contribution / active EE | $1,999 | $3,442-41.9% | $2,975-32.8% | $4,299-53.5% |
| Participant deferral / active EE | $4,070 | $5,716-28.8% | $5,107-20.3% | $6,507-37.5% |
| Admin fee / account holder | $1,719 | $15,736-89.1% | $12,068-85.8% | $12,624-86.4% |