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 | $38,113 | $77,503-50.8% | $100,391-62.0% | $80,856-52.9% |
| Participation rate | 78.3% | 76.9%+1.4pp | 81.5%-3.1pp | 67.6%+10.7pp |
| Annual return | 23.36% | 37.20%-13.8pp | 49.20%-25.8pp | 35.59%-12.2pp |
| Employer contribution / active EE | $5,560 | $2,801+98.5% | $3,942+41.1% | $2,755+101.8% |
| Participant deferral / active EE | $8,112 | $6,820+18.9% | $8,082+0.4% | $4,296+88.8% |
| Admin fee / account holder | $3,057 | $5,897-48.2% | $7,899-61.3% | $6,918-55.8% |