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 6-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 | $45,971 | $73,933-37.8% | $96,683-52.5% | $75,163-38.8% |
| Participation rate | 86.0% | 66.4%+19.5pp | 74.3%+11.6pp | 67.2%+18.8pp |
| Annual return | 22.25% | 26.70%-4.5pp | 35.69%-13.4pp | 160.62%-138.4pp |
| Employer contribution / active EE | $1,878 | $2,928-35.9% | $3,737-49.7% | $2,670-29.7% |
| Participant deferral / active EE | $3,385 | $3,659-7.5% | $4,878-30.6% | $4,125-17.9% |
| Admin fee / account holder | $668 | $5,216-87.2% | $6,730-90.1% | $5,651-88.2% |