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 | $26,750 | $106,749-74.9% | $145,433-81.6% | $82,448-67.6% |
| Participation rate | 86.8% | 75.6%+11.1pp | 82.1%+4.7pp | 68.1%+18.7pp |
| Annual return | 20.94% | 27.59%-6.6pp | 66.58%-45.6pp | 41.64%-20.7pp |
| Employer contribution / active EE | $1,769 | $3,444-48.6% | $4,554-61.2% | $2,551-30.7% |
| Participant deferral / active EE | $3,838 | $6,519-41.1% | $7,897-51.4% | $4,139-7.3% |
| Admin fee / account holder | $857 | $8,390-89.8% | $13,129-93.5% | $7,234-88.2% |