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 | $45,769 | $95,803-52.2% | $113,168-59.6% | $84,808-46.0% |
| Participation rate | 88.9% | 72.9%+16.0pp | 76.6%+12.3pp | 68.3%+20.6pp |
| Annual return | 21.96% | 25.00%-3.0pp | 24.27%-2.3pp | 40.90%-18.9pp |
| Employer contribution / active EE | $3,541 | $2,360+50.0% | $2,975+19.0% | $2,631+34.6% |
| Participant deferral / active EE | $8,175 | $4,242+92.7% | $5,107+60.1% | $4,212+94.1% |
| Admin fee / account holder | $4,729 | $8,989-47.4% | $12,068-60.8% | $7,344-35.6% |