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 3-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 | $20,533 | $68,719-70.1% | $91,541-77.6% | $84,808-75.8% |
| Participation rate | 86.7% | 64.5%+22.2pp | 69.8%+17.0pp | 68.3%+18.4pp |
| Annual return | 34.05% | 19.12%+14.9pp | 20.50%+13.5pp | 40.90%-6.8pp |
| Employer contribution / active EE | $3,669 | $1,920+91.1% | $2,505+46.5% | $2,631+39.5% |
| Participant deferral / active EE | $8,415 | $3,136+168.4% | $4,008+110.0% | $4,212+99.8% |
| Admin fee / account holder | $7,081 | $5,786+22.4% | $6,956+1.8% | $7,344-3.6% |