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 10-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 | $26,057 | $67,606-61.5% | $82,313-68.3% | $70,131-62.8% |
| Participation rate | 87.2% | 72.8%+14.4pp | 76.9%+10.3pp | 69.5%+17.7pp |
| Annual return | 19.36% | 21.57%-2.2pp | 25.88%-6.5pp | 73.14%-53.8pp |
| Employer contribution / active EE | $3,490 | $1,755+98.9% | $2,428+43.7% | $2,342+49.0% |
| Participant deferral / active EE | $6,872 | $2,987+130.1% | $3,706+85.4% | $3,332+106.3% |
| Admin fee / account holder | $4,075 | $4,512-9.7% | $5,608-27.3% | $4,645-12.3% |