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 | $70,486 | $95,803-26.4% | $113,168-37.7% | $84,808-16.9% |
| Participation rate | 96.8% | 72.9%+23.9pp | 76.6%+20.2pp | 68.3%+28.5pp |
| Annual return | 22.60% | 25.00%-2.4pp | 24.27%-1.7pp | 40.90%-18.3pp |
| Employer contribution / active EE | $3,486 | $2,360+47.7% | $2,975+17.2% | $2,631+32.5% |
| Participant deferral / active EE | $8,049 | $4,242+89.7% | $5,107+57.6% | $4,212+91.1% |
| Admin fee / account holder | $2,283 | $8,989-74.6% | $12,068-81.1% | $7,344-68.9% |