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 | $49,297 | $124,425-60.4% | $112,040-56.0% | $137,256-64.1% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.5%-1.5pp | 80.0%-5.0pp |
| Annual return | 21.21% | 24.72%-3.5pp | 24.52%-3.3pp | 220.34%-199.1pp |
| Employer contribution / active EE | $4,629 | $3,411+35.7% | $2,954+56.7% | $4,156+11.4% |
| Participant deferral / active EE | $8,809 | $5,718+54.0% | $5,098+72.8% | $6,407+37.5% |
| Admin fee / account holder | $9,831 | $15,207-35.4% | $12,098-18.7% | $12,270-19.9% |