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 | $45,891 | $86,929-47.2% | $102,423-55.2% | $80,856-43.2% |
| Participation rate | 90.3% | 72.4%+17.9pp | 76.5%+13.8pp | 67.6%+22.7pp |
| Annual return | 11.25% | 18.88%-7.6pp | 29.32%-18.1pp | 35.59%-24.3pp |
| Employer contribution / active EE | $977 | $2,369-58.8% | $3,023-67.7% | $2,755-64.5% |
| Participant deferral / active EE | $3,253 | $4,118-21.0% | $5,053-35.6% | $4,296-24.3% |
| Admin fee / account holder | $9,280 | $8,049+15.3% | $9,451-1.8% | $6,918+34.1% |