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 5-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 | $16,233 | $49,915-67.5% | $154,803-89.5% | $74,304-78.2% |
| Participation rate | 98.0% | 54.0%+44.1pp | 78.1%+20.0pp | 60.3%+37.7pp |
| Annual return | 22.55% | 34.06%-11.5pp | 58.88%-36.3pp | 29.43%-6.9pp |
| Employer contribution / active EE | $2,003 | $1,611+24.3% | $4,305-53.5% | $2,241-10.6% |
| Participant deferral / active EE | $3,762 | $2,255+66.9% | $5,540-32.1% | $3,767-0.1% |
| Admin fee / account holder | $1,109 | $2,189-49.3% | $14,329-92.3% | $2,969-62.6% |