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 | $25,020 | $73,787-66.1% | $98,716-74.7% | $82,448-69.7% |
| Participation rate | 93.3% | 61.4%+31.9pp | 69.3%+24.0pp | 68.1%+25.3pp |
| Annual return | 15.31% | 18.57%-3.3pp | 31.81%-16.5pp | 41.64%-26.3pp |
| Employer contribution / active EE | $2,358 | $1,511+56.0% | $2,279+3.5% | $2,551-7.6% |
| Participant deferral / active EE | $5,509 | $3,081+78.8% | $4,048+36.1% | $4,139+33.1% |
| Admin fee / account holder | $2,484 | $6,500-61.8% | $8,703-71.5% | $7,234-65.7% |