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 | $52,852 | $74,927-29.5% | $101,794-48.1% | $84,808-37.7% |
| Participation rate | 97.1% | 61.4%+35.7pp | 69.2%+28.0pp | 68.3%+28.8pp |
| Annual return | 18.01% | 18.70%-0.7pp | 30.53%-12.5pp | 40.90%-22.9pp |
| Employer contribution / active EE | $729 | $1,522-52.1% | $2,289-68.2% | $2,631-72.3% |
| Participant deferral / active EE | $7,469 | $3,099+141.0% | $4,084+82.9% | $4,212+77.3% |
| Admin fee / account holder | $1,392 | $6,514-78.6% | $8,777-84.1% | $7,344-81.0% |