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 4-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 | $34,438 | $80,717-57.3% | $154,803-77.8% | $84,808-59.4% |
| Participation rate | 87.2% | 66.8%+20.4pp | 78.1%+9.2pp | 68.3%+18.9pp |
| Annual return | 25.40% | 37.96%-12.6pp | 58.88%-33.5pp | 40.90%-15.5pp |
| Employer contribution / active EE | $2,876 | $2,761+4.1% | $4,305-33.2% | $2,631+9.3% |
| Participant deferral / active EE | $4,032 | $3,303+22.1% | $5,540-27.2% | $4,212-4.3% |
| Admin fee / account holder | $2,216 | $6,746-67.1% | $14,329-84.5% | $7,344-69.8% |