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 | $42,760 | $109,881-61.1% | $150,045-71.5% | $84,808-49.6% |
| Participation rate | 92.6% | 76.1%+16.5pp | 82.3%+10.3pp | 68.3%+24.3pp |
| Annual return | 27.22% | 28.25%-1.0pp | 62.55%-35.3pp | 40.90%-13.7pp |
| Employer contribution / active EE | $4,447 | $3,561+24.9% | $4,693-5.2% | $2,631+69.0% |
| Participant deferral / active EE | $8,202 | $6,636+23.6% | $7,997+2.6% | $4,212+94.8% |
| Admin fee / account holder | $3,199 | $8,568-62.7% | $13,435-76.2% | $7,344-56.4% |