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 | $81,100 | $76,407+6.1% | $150,298-46.0% | $82,448-1.6% |
| Participation rate | 75.8% | 66.4%+9.4pp | 77.8%-2.0pp | 68.1%+7.7pp |
| Annual return | 19.46% | 39.99%-20.5pp | 62.79%-43.3pp | 41.64%-22.2pp |
| Employer contribution / active EE | $1,780 | $2,614-31.9% | $4,154-57.2% | $2,551-30.2% |
| Participant deferral / active EE | $4,042 | $3,214+25.7% | $5,453-25.9% | $4,139-2.4% |
| Admin fee / account holder | $2,206 | $6,352-65.3% | $14,116-84.4% | $7,234-69.5% |