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 | $12,077 | $57,590-79.0% | $86,233-86.0% | $82,448-85.4% |
| Participation rate | 73.1% | 57.9%+15.2pp | 69.0%+4.1pp | 68.1%+5.0pp |
| Annual return | 30.82% | 22.41%+8.4pp | 61.39%-30.6pp | 41.64%-10.8pp |
| Employer contribution / active EE | $2,887 | $1,655+74.4% | $2,504+15.3% | $2,551+13.2% |
| Participant deferral / active EE | $4,137 | $3,080+34.3% | $4,559-9.3% | $4,139-0.1% |
| Admin fee / account holder | $2,245 | $4,730-52.5% | $8,342-73.1% | $7,234-69.0% |