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 | $48,779 | $74,927-34.9% | $101,794-52.1% | $84,808-42.5% |
| Participation rate | 80.2% | 61.4%+18.8pp | 69.2%+11.1pp | 68.3%+11.9pp |
| Annual return | 20.67% | 18.70%+2.0pp | 30.53%-9.9pp | 40.90%-20.2pp |
| Employer contribution / active EE | $2,320 | $1,522+52.4% | $2,289+1.3% | $2,631-11.8% |
| Participant deferral / active EE | $3,935 | $3,099+27.0% | $4,084-3.6% | $4,212-6.6% |
| Admin fee / account holder | $5,949 | $6,514-8.7% | $8,777-32.2% | $7,344-19.0% |