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 | $35,630 | $60,022-40.6% | $88,946-59.9% | $84,808-58.0% |
| Participation rate | 87.5% | 57.8%+29.7pp | 68.8%+18.7pp | 68.3%+19.2pp |
| Annual return | 21.84% | 22.43%-0.6pp | 57.82%-36.0pp | 40.90%-19.1pp |
| Employer contribution / active EE | $2,858 | $1,703+67.9% | $2,555+11.9% | $2,631+8.6% |
| Participant deferral / active EE | $6,191 | $3,114+98.8% | $4,581+35.1% | $4,212+47.0% |
| Admin fee / account holder | $894 | $4,811-81.4% | $8,261-89.2% | $7,344-87.8% |