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 5-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 | $19,553 | $89,698-78.2% | $103,476-81.1% | $80,856-75.8% |
| Participation rate | 91.0% | 76.0%+15.1pp | 80.5%+10.5pp | 67.6%+23.4pp |
| Annual return | 29.26% | 22.78%+6.5pp | 23.90%+5.4pp | 35.59%-6.3pp |
| Employer contribution / active EE | $2,201 | $4,018-45.2% | $4,672-52.9% | $2,755-20.1% |
| Participant deferral / active EE | $3,172 | $5,456-41.9% | $6,623-52.1% | $4,296-26.2% |
| Admin fee / account holder | $3,504 | $6,768-48.2% | $9,413-62.8% | $6,918-49.3% |