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 | $46,056 | $100,970-54.4% | $96,576-52.3% | $137,256-66.4% |
| Participation rate | 95.0% | 82.6%+12.4pp | 81.4%+13.6pp | 80.0%+15.0pp |
| Annual return | 20.82% | 38.16%-17.3pp | 38.47%-17.7pp | 220.34%-199.5pp |
| Employer contribution / active EE | $3,869 | $3,809+1.6% | $3,553+8.9% | $4,156-6.9% |
| Participant deferral / active EE | $8,227 | $8,286-0.7% | $7,956+3.4% | $6,407+28.4% |
| Admin fee / account holder | $1,772 | $11,312-84.3% | $11,381-84.4% | $12,270-85.6% |