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 | $45,715 | $77,503-41.0% | $100,391-54.5% | $80,856-43.5% |
| Participation rate | 73.1% | 76.9%-3.9pp | 81.5%-8.4pp | 67.6%+5.4pp |
| Annual return | 17.43% | 37.20%-19.8pp | 49.20%-31.8pp | 35.59%-18.2pp |
| Employer contribution / active EE | $1,316 | $2,801-53.0% | $3,942-66.6% | $2,755-52.2% |
| Participant deferral / active EE | $13,015 | $6,820+90.8% | $8,082+61.0% | $4,296+203.0% |
| Admin fee / account holder | $3,170 | $5,897-46.2% | $7,899-59.9% | $6,918-54.2% |