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 | $24,427 | $80,717-69.7% | $154,803-84.2% | $84,808-71.2% |
| Participation rate | 85.7% | 66.8%+18.9pp | 78.1%+7.6pp | 68.3%+17.4pp |
| Annual return | 37.06% | 37.96%-0.9pp | 58.88%-21.8pp | 40.90%-3.8pp |
| Employer contribution / active EE | $1,990 | $2,761-27.9% | $4,305-53.8% | $2,631-24.4% |
| Participant deferral / active EE | $4,700 | $3,303+42.3% | $5,540-15.2% | $4,212+11.6% |
| Admin fee / account holder | $2,714 | $6,746-59.8% | $14,329-81.1% | $7,344-63.0% |