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 6-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 | $48,247 | $100,970-52.2% | $96,576-50.0% | $137,256-64.8% |
| Participation rate | 85.0% | 82.6%+2.4pp | 81.4%+3.6pp | 80.0%+5.0pp |
| Annual return | 17.67% | 38.16%-20.5pp | 38.47%-20.8pp | 220.34%-202.7pp |
| Employer contribution / active EE | $1,756 | $3,809-53.9% | $3,553-50.6% | $4,156-57.8% |
| Participant deferral / active EE | $12,095 | $8,286+46.0% | $7,956+52.0% | $6,407+88.8% |
| Admin fee / account holder | $3,647 | $11,312-67.8% | $11,381-68.0% | $12,270-70.3% |