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 | $106,584-56.8% | $101,326-54.5% | $142,382-67.7% |
| Participation rate | 95.0% | 82.7%+12.3pp | 81.5%+13.5pp | 80.1%+14.9pp |
| Annual return | 20.82% | 36.93%-16.1pp | 36.82%-16.0pp | 217.08%-196.3pp |
| Employer contribution / active EE | $3,869 | $3,956-2.2% | $3,665+5.6% | $4,299-10.0% |
| Participant deferral / active EE | $8,227 | $8,297-0.8% | $7,994+2.9% | $6,507+26.4% |
| Admin fee / account holder | $1,772 | $11,446-84.5% | $11,185-84.2% | $12,624-86.0% |