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 | $49,147 | $148,978-67.0% | $200,582-75.5% | $84,808-42.0% |
| Participation rate | 82.8% | 84.2%-1.5pp | 86.9%-4.1pp | 68.3%+14.4pp |
| Annual return | 18.00% | 28.16%-10.2pp | 42.33%-24.3pp | 40.90%-22.9pp |
| Employer contribution / active EE | $3,127 | $4,815-35.1% | $6,419-51.3% | $2,631+18.9% |
| Participant deferral / active EE | $5,582 | $7,142-21.8% | $9,331-40.2% | $4,212+32.5% |
| Admin fee / account holder | $3,114 | $13,977-77.7% | $16,305-80.9% | $7,344-57.6% |