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 | $40,588 | $93,571-56.6% | $135,903-70.1% | $75,163-46.0% |
| Participation rate | 93.6% | 75.2%+18.4pp | 81.9%+11.7pp | 67.2%+26.4pp |
| Annual return | 21.66% | 30.90%-9.2pp | 68.23%-46.6pp | 160.62%-139.0pp |
| Employer contribution / active EE | $4,860 | $3,537+37.4% | $4,856+0.1% | $2,670+82.0% |
| Participant deferral / active EE | $7,989 | $6,404+24.7% | $7,758+3.0% | $4,125+93.7% |
| Admin fee / account holder | $1,848 | $6,975-73.5% | $10,762-82.8% | $5,651-67.3% |