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 | $28,104 | $106,749-73.7% | $145,433-80.7% | $82,448-65.9% |
| Participation rate | 98.4% | 75.6%+22.8pp | 82.1%+16.3pp | 68.1%+30.4pp |
| Annual return | 21.61% | 27.59%-6.0pp | 66.58%-45.0pp | 41.64%-20.0pp |
| Employer contribution / active EE | $3,552 | $3,444+3.1% | $4,554-22.0% | $2,551+39.2% |
| Participant deferral / active EE | $6,333 | $6,519-2.8% | $7,897-19.8% | $4,139+53.0% |
| Admin fee / account holder | $1,863 | $8,390-77.8% | $13,129-85.8% | $7,234-74.2% |