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 | $44,674 | $95,803-53.4% | $113,168-60.5% | $84,808-47.3% |
| Participation rate | 76.0% | 72.9%+3.1pp | 76.6%-0.6pp | 68.3%+7.7pp |
| Annual return | 20.12% | 25.00%-4.9pp | 24.27%-4.1pp | 40.90%-20.8pp |
| Employer contribution / active EE | $2,496 | $2,360+5.8% | $2,975-16.1% | $2,631-5.1% |
| Participant deferral / active EE | $7,012 | $4,242+65.3% | $5,107+37.3% | $4,212+66.5% |
| Admin fee / account holder | $514 | $8,989-94.3% | $12,068-95.7% | $7,344-93.0% |