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 | $16,926 | $58,627-71.1% | $76,735-77.9% | $82,448-79.5% |
| Participation rate | 94.9% | 63.2%+31.7pp | 69.5%+25.4pp | 68.1%+26.8pp |
| Annual return | 14.44% | 39.10%-24.7pp | 29.77%-15.3pp | 41.64%-27.2pp |
| Employer contribution / active EE | $2,120 | $1,729+22.6% | $2,454-13.6% | $2,551-16.9% |
| Participant deferral / active EE | $4,898 | $3,134+56.3% | $4,088+19.8% | $4,139+18.3% |
| Admin fee / account holder | $2,800 | $5,323-47.4% | $7,189-61.1% | $7,234-61.3% |