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 10-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 | $45,219 | $72,177-37.3% | $115,037-60.7% | $59,632-24.2% |
| Participation rate | 82.8% | 72.6%+10.2pp | 81.4%+1.4pp | 68.7%+14.1pp |
| Annual return | 5.05% | 12.02%-7.0pp | 26.14%-21.1pp | 2041.28%-2036.2pp |
| Employer contribution / active EE | $3,326 | $2,841+17.1% | $4,608-27.8% | $2,203+51.0% |
| Participant deferral / active EE | $5,987 | $4,783+25.2% | $6,026-0.7% | $3,192+87.6% |
| Admin fee / account holder | $984 | $4,927-80.0% | $8,175-88.0% | $4,297-77.1% |