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 | $40,200 | $106,749-62.3% | $145,433-72.4% | $82,448-51.2% |
| Participation rate | 86.4% | 75.6%+10.8pp | 82.1%+4.3pp | 68.1%+18.4pp |
| Annual return | 24.48% | 27.59%-3.1pp | 66.58%-42.1pp | 41.64%-17.2pp |
| Employer contribution / active EE | $4,573 | $3,444+32.8% | $4,554+0.4% | $2,551+79.3% |
| Participant deferral / active EE | $9,015 | $6,519+38.3% | $7,897+14.2% | $4,139+117.8% |
| Admin fee / account holder | $5,507 | $8,390-34.4% | $13,129-58.1% | $7,234-23.9% |