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 | $109,881-74.4% | $150,045-81.3% | $84,808-66.9% |
| Participation rate | 98.4% | 76.1%+22.4pp | 82.3%+16.1pp | 68.3%+30.1pp |
| Annual return | 21.61% | 28.25%-6.6pp | 62.55%-40.9pp | 40.90%-19.3pp |
| Employer contribution / active EE | $3,552 | $3,561-0.3% | $4,693-24.3% | $2,631+35.0% |
| Participant deferral / active EE | $6,333 | $6,636-4.6% | $7,997-20.8% | $4,212+50.4% |
| Admin fee / account holder | $1,863 | $8,568-78.3% | $13,435-86.1% | $7,344-74.6% |