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 | $45,679 | $67,894-32.7% | $89,340-48.9% | $82,448-44.6% |
| Participation rate | 93.3% | 64.0%+29.3pp | 69.6%+23.8pp | 68.1%+25.3pp |
| Annual return | 20.70% | 19.21%+1.5pp | 20.57%+0.1pp | 41.64%-20.9pp |
| Employer contribution / active EE | $3,890 | $1,828+112.8% | $2,231+74.3% | $2,551+52.5% |
| Participant deferral / active EE | $8,817 | $3,072+187.0% | $3,823+130.6% | $4,139+113.0% |
| Admin fee / account holder | $4,091 | $5,723-28.5% | $6,704-39.0% | $7,234-43.4% |