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 7-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 | $22,578 | $72,177-68.7% | $115,037-80.4% | $59,632-62.1% |
| Participation rate | 96.7% | 72.6%+24.1pp | 81.4%+15.3pp | 68.7%+28.0pp |
| Annual return | 11.04% | 12.02%-1.0pp | 26.14%-15.1pp | 2041.28%-2030.2pp |
| Employer contribution / active EE | $7,443 | $2,841+162.0% | $4,608+61.5% | $2,203+237.9% |
| Participant deferral / active EE | $11,354 | $4,783+137.4% | $6,026+88.4% | $3,192+255.7% |
| Admin fee / account holder | $3,258 | $4,927-33.9% | $8,175-60.1% | $4,297-24.2% |