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 | $38,663 | $86,929-55.5% | $102,423-62.3% | $80,856-52.2% |
| Participation rate | 94.1% | 72.4%+21.7pp | 76.5%+17.6pp | 67.6%+26.5pp |
| Annual return | 15.45% | 18.88%-3.4pp | 29.32%-13.9pp | 35.59%-20.1pp |
| Employer contribution / active EE | $5,345 | $2,369+125.6% | $3,023+76.8% | $2,755+94.0% |
| Participant deferral / active EE | $10,561 | $4,118+156.4% | $5,053+109.0% | $4,296+145.8% |
| Admin fee / account holder | $4,028 | $8,049-50.0% | $9,451-57.4% | $6,918-41.8% |