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 6-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 | $24,712 | $80,717-69.4% | $154,803-84.0% | $84,808-70.9% |
| Participation rate | 98.0% | 66.8%+31.2pp | 78.1%+20.0pp | 68.3%+29.7pp |
| Annual return | 17.63% | 37.96%-20.3pp | 58.88%-41.3pp | 40.90%-23.3pp |
| Employer contribution / active EE | $4,612 | $2,761+67.0% | $4,305+7.1% | $2,631+75.3% |
| Participant deferral / active EE | $4,999 | $3,303+51.4% | $5,540-9.8% | $4,212+18.7% |
| Admin fee / account holder | $2,253 | $6,746-66.6% | $14,329-84.3% | $7,344-69.3% |