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 | $31,779 | $101,763-68.8% | $164,866-80.7% | $80,874-60.7% |
| Participation rate | 88.8% | 71.8%+16.9pp | 78.6%+10.2pp | 67.6%+21.1pp |
| Annual return | 23.34% | 16.73%+6.6pp | 69.97%-46.6pp | 35.62%-12.3pp |
| Employer contribution / active EE | $3,317 | $2,954+12.3% | $4,343-23.6% | $2,756+20.4% |
| Participant deferral / active EE | $5,753 | $4,477+28.5% | $6,033-4.6% | $4,297+33.9% |
| Admin fee / account holder | $2,881 | $8,228-65.0% | $12,689-77.3% | $6,935-58.5% |