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 | $22,072 | $80,717-72.7% | $154,803-85.7% | $84,808-74.0% |
| Participation rate | 93.9% | 66.8%+27.1pp | 78.1%+15.9pp | 68.3%+25.6pp |
| Annual return | 40.56% | 37.96%+2.6pp | 58.88%-18.3pp | 40.90%-0.3pp |
| Employer contribution / active EE | $1,586 | $2,761-42.6% | $4,305-63.2% | $2,631-39.7% |
| Participant deferral / active EE | $4,349 | $3,303+31.7% | $5,540-21.5% | $4,212+3.3% |
| Admin fee / account holder | $319 | $6,746-95.3% | $14,329-97.8% | $7,344-95.7% |