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 | $41,846 | $64,121-34.7% | $78,805-46.9% | $116,875-64.2% |
| Participation rate | 77.9% | 71.0%+7.0pp | 73.6%+4.4pp | 74.5%+3.4pp |
| Annual return | 22.31% | 16.32%+6.0pp | -2.71%+25.0pp | 16.29%+6.0pp |
| Employer contribution / active EE | $2,138 | $2,257-5.3% | $4,059-47.3% | $3,288-35.0% |
| Participant deferral / active EE | $4,635 | $2,757+68.1% | $3,584+29.3% | $3,885+19.3% |
| Admin fee / account holder | $4,592 | $5,745-20.1% | $5,677-19.1% | $12,263-62.6% |