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 7-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 | $44,076 | $81,248-45.8% | $155,509-71.7% | $80,856-45.5% |
| Participation rate | 97.2% | 66.2%+31.0pp | 78.2%+19.0pp | 67.6%+29.6pp |
| Annual return | 11.92% | 33.31%-21.4pp | 64.67%-52.7pp | 35.59%-23.7pp |
| Employer contribution / active EE | $1,919 | $3,100-38.1% | $4,672-58.9% | $2,755-30.3% |
| Participant deferral / active EE | $3,412 | $3,452-1.2% | $5,626-39.4% | $4,296-20.6% |
| Admin fee / account holder | $3,383 | $7,997-57.7% | $15,912-78.7% | $6,918-51.1% |