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 | $45,628 | $146,267-68.8% | $197,124-76.9% | $82,448-44.7% |
| Participation rate | 75.0% | 84.0%-9.0pp | 86.7%-11.7pp | 68.1%+6.9pp |
| Annual return | 15.73% | 29.61%-13.9pp | 44.34%-28.6pp | 41.64%-25.9pp |
| Employer contribution / active EE | $2,289 | $4,723-51.5% | $6,227-63.2% | $2,551-10.3% |
| Participant deferral / active EE | $5,630 | $7,035-20.0% | $9,135-38.4% | $4,139+36.0% |
| Admin fee / account holder | $3,319 | $14,422-77.0% | $16,298-79.6% | $7,234-54.1% |