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 3-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 | $47,142 | $81,248-42.0% | $155,509-69.7% | $80,856-41.7% |
| Participation rate | 92.2% | 66.2%+26.0pp | 78.2%+14.0pp | 67.6%+24.5pp |
| Annual return | 13.83% | 33.31%-19.5pp | 64.67%-50.8pp | 35.59%-21.8pp |
| Employer contribution / active EE | $1,985 | $3,100-36.0% | $4,672-57.5% | $2,755-28.0% |
| Participant deferral / active EE | $3,604 | $3,452+4.4% | $5,626-35.9% | $4,296-16.1% |
| Admin fee / account holder | $10,911 | $7,997+36.4% | $15,912-31.4% | $6,918+57.7% |