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 | $31,563 | $89,698-64.8% | $103,476-69.5% | $80,856-61.0% |
| Participation rate | 80.0% | 76.0%+4.0pp | 80.5%-0.5pp | 67.6%+12.4pp |
| Annual return | 16.38% | 22.78%-6.4pp | 23.90%-7.5pp | 35.59%-19.2pp |
| Employer contribution / active EE | $0 | $4,018-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $9,777 | $5,456+79.2% | $6,623+47.6% | $4,296+127.6% |
| Admin fee / account holder | $952 | $6,768-85.9% | $9,413-89.9% | $6,918-86.2% |