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 | $76,518 | $83,477-8.3% | $125,175-38.9% | $72,985+4.8% |
| Participation rate | 86.8% | 73.3%+13.5pp | 79.8%+7.1pp | 69.5%+17.4pp |
| Annual return | 21.65% | 25.78%-4.1pp | 43.79%-22.1pp | 81.00%-59.4pp |
| Employer contribution / active EE | $726 | $2,345-69.1% | $3,865-81.2% | $2,440-70.3% |
| Participant deferral / active EE | $6,185 | $3,585+72.5% | $4,937+25.3% | $3,607+71.5% |
| Admin fee / account holder | $2,932 | $5,517-46.9% | $9,702-69.8% | $5,124-42.8% |