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 | $25,235 | $109,881-77.0% | $150,045-83.2% | $84,808-70.2% |
| Participation rate | 93.1% | 76.1%+17.0pp | 82.3%+10.8pp | 68.3%+24.8pp |
| Annual return | 31.95% | 28.25%+3.7pp | 62.55%-30.6pp | 40.90%-8.9pp |
| Employer contribution / active EE | $3,195 | $3,561-10.3% | $4,693-31.9% | $2,631+21.5% |
| Participant deferral / active EE | $4,854 | $6,636-26.8% | $7,997-39.3% | $4,212+15.3% |
| Admin fee / account holder | $1,165 | $8,568-86.4% | $13,435-91.3% | $7,344-84.1% |