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 | $40,160 | $64,517-37.8% | $81,438-50.7% | $80,874-50.3% |
| Participation rate | 85.7% | 63.9%+21.8pp | 69.5%+16.2pp | 67.6%+18.1pp |
| Annual return | 13.91% | 16.35%-2.4pp | 24.74%-10.8pp | 35.62%-21.7pp |
| Employer contribution / active EE | $3,712 | $1,982+87.3% | $2,460+50.9% | $2,756+34.7% |
| Participant deferral / active EE | $8,397 | $3,096+171.2% | $3,883+116.2% | $4,297+95.4% |
| Admin fee / account holder | $1,045 | $5,677-81.6% | $5,764-81.9% | $6,935-84.9% |