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 | $48,047 | $80,968-40.7% | $96,544-50.2% | $75,163-36.1% |
| Participation rate | 76.7% | 71.8%+4.9pp | 76.0%+0.7pp | 67.2%+9.5pp |
| Annual return | 15.48% | 27.06%-11.6pp | 25.84%-10.4pp | 160.62%-145.1pp |
| Employer contribution / active EE | $2,934 | $2,282+28.6% | $2,965-1.1% | $2,670+9.9% |
| Participant deferral / active EE | $5,047 | $3,928+28.5% | $4,851+4.0% | $4,125+22.3% |
| Admin fee / account holder | $9,391 | $6,724+39.7% | $8,252+13.8% | $5,651+66.2% |