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 | $56,204 | $77,503-27.5% | $100,391-44.0% | $80,856-30.5% |
| Participation rate | 83.8% | 76.9%+6.8pp | 81.5%+2.3pp | 67.6%+16.1pp |
| Annual return | 15.90% | 37.20%-21.3pp | 49.20%-33.3pp | 35.59%-19.7pp |
| Employer contribution / active EE | $4,739 | $2,801+69.2% | $3,942+20.2% | $2,755+72.0% |
| Participant deferral / active EE | $9,691 | $6,820+42.1% | $8,082+19.9% | $4,296+125.6% |
| Admin fee / account holder | $4,504 | $5,897-23.6% | $7,899-43.0% | $6,918-34.9% |