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 8-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 | $44,929 | $167,484-73.2% | $151,611-70.4% | $134,475-66.6% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | 7.37% | 7.80%-0.4pp | 3.33%+4.0pp | 417.96%-410.6pp |
| Employer contribution / active EE | $2,181 | $6,829-68.1% | $6,166-64.6% | $4,740-54.0% |
| Participant deferral / active EE | $4,152 | $8,986-53.8% | $8,363-50.4% | $6,400-35.1% |
| Admin fee / account holder | $2,512 | $13,783-81.8% | $11,616-78.4% | $11,426-78.0% |