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 | $40,428 | $93,571-56.8% | $135,903-70.3% | $75,163-46.2% |
| Participation rate | 93.7% | 75.2%+18.5pp | 81.9%+11.8pp | 67.2%+26.5pp |
| Annual return | 22.38% | 30.90%-8.5pp | 68.23%-45.8pp | 160.62%-138.2pp |
| Employer contribution / active EE | $2,920 | $3,537-17.4% | $4,856-39.9% | $2,670+9.4% |
| Participant deferral / active EE | $7,119 | $6,404+11.2% | $7,758-8.2% | $4,125+72.6% |
| Admin fee / account holder | $358 | $6,975-94.9% | $10,762-96.7% | $5,651-93.7% |