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 | $42,600 | $80,717-47.2% | $154,803-72.5% | $84,808-49.8% |
| Participation rate | 87.2% | 66.8%+20.4pp | 78.1%+9.2pp | 68.3%+18.9pp |
| Annual return | 33.02% | 37.96%-4.9pp | 58.88%-25.9pp | 40.90%-7.9pp |
| Employer contribution / active EE | $1,839 | $2,761-33.4% | $4,305-57.3% | $2,631-30.1% |
| Participant deferral / active EE | $5,240 | $3,303+58.6% | $5,540-5.4% | $4,212+24.4% |
| Admin fee / account holder | $2,388 | $6,746-64.6% | $14,329-83.3% | $7,344-67.5% |