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 | $25,271 | $81,248-68.9% | $155,509-83.7% | $80,856-68.7% |
| Participation rate | 78.8% | 66.2%+12.6pp | 78.2%+0.6pp | 67.6%+11.1pp |
| Annual return | 13.42% | 33.31%-19.9pp | 64.67%-51.2pp | 35.59%-22.2pp |
| Employer contribution / active EE | $2,916 | $3,100-6.0% | $4,672-37.6% | $2,755+5.8% |
| Participant deferral / active EE | $5,791 | $3,452+67.8% | $5,626+2.9% | $4,296+34.8% |
| Admin fee / account holder | $718 | $7,997-91.0% | $15,912-95.5% | $6,918-89.6% |