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 | $58,018 | $81,460-28.8% | $103,333-43.9% | $80,856-28.2% |
| Participation rate | 71.4% | 66.8%+4.6pp | 74.5%-3.1pp | 67.6%+3.8pp |
| Annual return | 17.94% | 25.55%-7.6pp | 24.88%-6.9pp | 35.59%-17.7pp |
| Employer contribution / active EE | $4,630 | $3,105+49.1% | $3,868+19.7% | $2,755+68.1% |
| Participant deferral / active EE | $7,008 | $3,869+81.1% | $5,057+38.6% | $4,296+63.1% |
| Admin fee / account holder | $4,045 | $6,566-38.4% | $8,355-51.6% | $6,918-41.5% |