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 | $44,537 | $138,347-67.8% | $184,203-75.8% | $80,856-44.9% |
| Participation rate | 71.9% | 83.9%-12.0pp | 86.8%-14.9pp | 67.6%+4.2pp |
| Annual return | 14.60% | 20.02%-5.4pp | 28.81%-14.2pp | 35.59%-21.0pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $6,427-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $12,044 | $7,071+70.3% | $9,131+31.9% | $4,296+180.4% |
| Admin fee / account holder | $6,741 | $10,483-35.7% | $13,901-51.5% | $6,918-2.6% |