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 | $67,894-50.1% | $89,340-62.1% | $82,448-58.9% |
| Participation rate | 89.4% | 64.0%+25.3pp | 69.6%+19.8pp | 68.1%+21.3pp |
| Annual return | 13.66% | 19.21%-5.5pp | 20.57%-6.9pp | 41.64%-28.0pp |
| Employer contribution / active EE | $3,132 | $1,828+71.4% | $2,231+40.4% | $2,551+22.8% |
| Participant deferral / active EE | $3,395 | $3,072+10.5% | $3,823-11.2% | $4,139-18.0% |
| Admin fee / account holder | $5,094 | $5,723-11.0% | $6,704-24.0% | $7,234-29.6% |