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 | $40,661 | $214,378-81.0% | $200,582-79.7% | $142,382-71.4% |
| Participation rate | 95.0% | 87.4%+7.6pp | 86.9%+8.1pp | 80.1%+14.9pp |
| Annual return | 27.82% | 46.41%-18.6pp | 42.33%-14.5pp | 217.08%-189.3pp |
| Employer contribution / active EE | $3,588 | $6,841-47.6% | $6,419-44.1% | $4,299-16.6% |
| Participant deferral / active EE | $7,440 | $9,865-24.6% | $9,331-20.3% | $6,507+14.3% |
| Admin fee / account holder | $3,356 | $17,692-81.0% | $16,305-79.4% | $12,624-73.4% |