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 | $38,070 | $95,803-60.3% | $113,168-66.4% | $84,808-55.1% |
| Participation rate | 76.6% | 72.9%+3.7pp | 76.6%0pp | 68.3%+8.3pp |
| Annual return | 22.76% | 25.00%-2.2pp | 24.27%-1.5pp | 40.90%-18.1pp |
| Employer contribution / active EE | $3,349 | $2,360+41.9% | $2,975+12.6% | $2,631+27.3% |
| Participant deferral / active EE | $8,197 | $4,242+93.2% | $5,107+60.5% | $4,212+94.6% |
| Admin fee / account holder | $4,861 | $8,989-45.9% | $12,068-59.7% | $7,344-33.8% |