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 3-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 | $49,628 | $77,503-36.0% | $100,391-50.6% | $80,856-38.6% |
| Participation rate | 88.5% | 76.9%+11.5pp | 81.5%+7.0pp | 67.6%+20.8pp |
| Annual return | 13.81% | 37.20%-23.4pp | 49.20%-35.4pp | 35.59%-21.8pp |
| Employer contribution / active EE | $1,559 | $2,801-44.3% | $3,942-60.4% | $2,755-43.4% |
| Participant deferral / active EE | $13,631 | $6,820+99.9% | $8,082+68.7% | $4,296+217.3% |
| Admin fee / account holder | $7,994 | $5,897+35.6% | $7,899+1.2% | $6,918+15.6% |