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 4-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 | $30,424 | $109,881-72.3% | $150,045-79.7% | $84,808-64.1% |
| Participation rate | 89.3% | 76.1%+13.2pp | 82.3%+7.0pp | 68.3%+21.0pp |
| Annual return | 24.08% | 28.25%-4.2pp | 62.55%-38.5pp | 40.90%-16.8pp |
| Employer contribution / active EE | $1,858 | $3,561-47.8% | $4,693-60.4% | $2,631-29.4% |
| Participant deferral / active EE | $5,188 | $6,636-21.8% | $7,997-35.1% | $4,212+23.2% |
| Admin fee / account holder | $845 | $8,568-90.1% | $13,435-93.7% | $7,344-88.5% |