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 | $14,757 | $80,717-81.7% | $154,803-90.5% | $84,808-82.6% |
| Participation rate | 91.7% | 66.8%+24.9pp | 78.1%+13.6pp | 68.3%+23.4pp |
| Annual return | 27.57% | 37.96%-10.4pp | 58.88%-31.3pp | 40.90%-13.3pp |
| Employer contribution / active EE | $2,907 | $2,761+5.3% | $4,305-32.5% | $2,631+10.5% |
| Participant deferral / active EE | $3,403 | $3,303+3.0% | $5,540-38.6% | $4,212-19.2% |
| Admin fee / account holder | $1,691 | $6,746-74.9% | $14,329-88.2% | $7,344-77.0% |