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 | $33,896 | $68,719-50.7% | $91,541-63.0% | $84,808-60.0% |
| Participation rate | 89.4% | 64.5%+24.9pp | 69.8%+19.6pp | 68.3%+21.1pp |
| Annual return | 13.66% | 19.12%-5.5pp | 20.50%-6.8pp | 40.90%-27.2pp |
| Employer contribution / active EE | $3,132 | $1,920+63.1% | $2,505+25.1% | $2,631+19.0% |
| Participant deferral / active EE | $3,395 | $3,136+8.3% | $4,008-15.3% | $4,212-19.4% |
| Admin fee / account holder | $5,094 | $5,786-12.0% | $6,956-26.8% | $7,344-30.6% |