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 4-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 | $24,300 | $80,717-69.9% | $154,803-84.3% | $84,808-71.3% |
| Participation rate | 98.0% | 66.8%+31.2pp | 78.1%+20.0pp | 68.3%+29.7pp |
| Annual return | 33.74% | 37.96%-4.2pp | 58.88%-25.1pp | 40.90%-7.2pp |
| Employer contribution / active EE | $2,577 | $2,761-6.7% | $4,305-40.2% | $2,631-2.1% |
| Participant deferral / active EE | $5,716 | $3,303+73.1% | $5,540+3.2% | $4,212+35.7% |
| Admin fee / account holder | $538 | $6,746-92.0% | $14,329-96.2% | $7,344-92.7% |