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 | $40,939 | $95,803-57.3% | $113,168-63.8% | $84,808-51.7% |
| Participation rate | 90.0% | 72.9%+17.1pp | 76.6%+13.4pp | 68.3%+21.7pp |
| Annual return | 28.86% | 25.00%+3.9pp | 24.27%+4.6pp | 40.90%-12.0pp |
| Employer contribution / active EE | $776 | $2,360-67.1% | $2,975-73.9% | $2,631-70.5% |
| Participant deferral / active EE | $2,456 | $4,242-42.1% | $5,107-51.9% | $4,212-41.7% |
| Admin fee / account holder | $3,822 | $8,989-57.5% | $12,068-68.3% | $7,344-48.0% |