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 6-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 | $40,092 | $106,515-62.4% | $96,683-58.5% | $139,434-71.2% |
| Participation rate | 92.9% | 77.8%+15.0pp | 74.3%+18.5pp | 80.3%+12.5pp |
| Annual return | 20.80% | 38.43%-17.6pp | 35.69%-14.9pp | 372.94%-352.1pp |
| Employer contribution / active EE | $4,224 | $4,103+3.0% | $3,737+13.0% | $4,751-11.1% |
| Participant deferral / active EE | $7,136 | $5,454+30.8% | $4,878+46.3% | $6,710+6.3% |
| Admin fee / account holder | $1,185 | $7,877-85.0% | $6,730-82.4% | $11,403-89.6% |