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 | $69,075 | $148,978-53.6% | $200,582-65.6% | $84,808-18.6% |
| Participation rate | 75.0% | 84.2%-9.2pp | 86.9%-11.9pp | 68.3%+6.7pp |
| Annual return | 28.61% | 28.16%+0.4pp | 42.33%-13.7pp | 40.90%-12.3pp |
| Employer contribution / active EE | $2,855 | $4,815-40.7% | $6,419-55.5% | $2,631+8.5% |
| Participant deferral / active EE | $4,963 | $7,142-30.5% | $9,331-46.8% | $4,212+17.8% |
| Admin fee / account holder | $565 | $13,977-96.0% | $16,305-96.5% | $7,344-92.3% |