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 3-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 | $21,276 | $95,266-77.7% | $82,389-74.2% | $142,382-85.1% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.5%+18.0pp | 80.1%+7.4pp |
| Annual return | 22.98% | 25.74%-2.8pp | 28.67%-5.7pp | 217.08%-194.1pp |
| Employer contribution / active EE | $2,573 | $2,991-14.0% | $2,517+2.2% | $4,299-40.2% |
| Participant deferral / active EE | $5,749 | $4,809+19.6% | $4,155+38.4% | $6,507-11.6% |
| Admin fee / account holder | $359 | $8,563-95.8% | $7,231-95.0% | $12,624-97.2% |