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 | $41,226 | $74,927-45.0% | $101,794-59.5% | $84,808-51.4% |
| Participation rate | 79.4% | 61.4%+18.0pp | 69.2%+10.2pp | 68.3%+11.1pp |
| Annual return | 15.10% | 18.70%-3.6pp | 30.53%-15.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $744 | $1,522-51.1% | $2,289-67.5% | $2,631-71.7% |
| Participant deferral / active EE | $5,091 | $3,099+64.3% | $4,084+24.7% | $4,212+20.9% |
| Admin fee / account holder | $5,793 | $6,514-11.1% | $8,777-34.0% | $7,344-21.1% |