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 3-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 | $40,808 | $80,717-49.4% | $154,803-73.6% | $84,808-51.9% |
| Participation rate | 71.0% | 66.8%+4.2pp | 78.1%-7.1pp | 68.3%+2.7pp |
| Annual return | 33.88% | 37.96%-4.1pp | 58.88%-25.0pp | 40.90%-7.0pp |
| Employer contribution / active EE | $2,534 | $2,761-8.2% | $4,305-41.1% | $2,631-3.7% |
| Participant deferral / active EE | $4,769 | $3,303+44.4% | $5,540-13.9% | $4,212+13.2% |
| Admin fee / account holder | $351 | $6,746-94.8% | $14,329-97.5% | $7,344-95.2% |