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 | $76,407-67.7% | $150,298-83.6% | $82,448-70.0% |
| Participation rate | 98.0% | 66.4%+31.6pp | 77.8%+20.3pp | 68.1%+30.0pp |
| Annual return | 17.63% | 39.99%-22.4pp | 62.79%-45.2pp | 41.64%-24.0pp |
| Employer contribution / active EE | $4,612 | $2,614+76.4% | $4,154+11.0% | $2,551+80.8% |
| Participant deferral / active EE | $4,999 | $3,214+55.5% | $5,453-8.3% | $4,139+20.8% |
| Admin fee / account holder | $2,253 | $6,352-64.5% | $14,116-84.0% | $7,234-68.9% |