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 5-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 | $17,722 | $80,717-78.0% | $154,803-88.6% | $84,808-79.1% |
| Participation rate | 95.6% | 66.8%+28.7pp | 78.1%+17.5pp | 68.3%+27.2pp |
| Annual return | 36.42% | 37.96%-1.5pp | 58.88%-22.5pp | 40.90%-4.5pp |
| Employer contribution / active EE | $1,626 | $2,761-41.1% | $4,305-62.2% | $2,631-38.2% |
| Participant deferral / active EE | $4,025 | $3,303+21.8% | $5,540-27.4% | $4,212-4.4% |
| Admin fee / account holder | $3,247 | $6,746-51.9% | $14,329-77.3% | $7,344-55.8% |