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 | $30,378 | $109,881-72.4% | $150,045-79.8% | $84,808-64.2% |
| Participation rate | 93.5% | 76.1%+17.5pp | 82.3%+11.2pp | 68.3%+25.2pp |
| Annual return | 44.97% | 28.25%+16.7pp | 62.55%-17.6pp | 40.90%+4.1pp |
| Employer contribution / active EE | $2,784 | $3,561-21.8% | $4,693-40.7% | $2,631+5.8% |
| Participant deferral / active EE | $5,809 | $6,636-12.5% | $7,997-27.4% | $4,212+37.9% |
| Admin fee / account holder | $565 | $8,568-93.4% | $13,435-95.8% | $7,344-92.3% |