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 | $30,766 | $76,407-59.7% | $150,298-79.5% | $82,448-62.7% |
| Participation rate | 97.0% | 66.4%+30.6pp | 77.8%+19.2pp | 68.1%+28.9pp |
| Annual return | 23.94% | 39.99%-16.0pp | 62.79%-38.8pp | 41.64%-17.7pp |
| Employer contribution / active EE | $2,433 | $2,614-6.9% | $4,154-41.4% | $2,551-4.6% |
| Participant deferral / active EE | $4,236 | $3,214+31.8% | $5,453-22.3% | $4,139+2.3% |
| Admin fee / account holder | $425 | $6,352-93.3% | $14,116-97.0% | $7,234-94.1% |