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 | $109,881-63.4% | $150,045-73.2% | $84,808-52.6% |
| Participation rate | 86.4% | 76.1%+10.3pp | 82.3%+4.1pp | 68.3%+18.1pp |
| Annual return | 24.48% | 28.25%-3.8pp | 62.55%-38.1pp | 40.90%-16.4pp |
| Employer contribution / active EE | $4,573 | $3,561+28.4% | $4,693-2.6% | $2,631+73.8% |
| Participant deferral / active EE | $9,015 | $6,636+35.8% | $7,997+12.7% | $4,212+114.1% |
| Admin fee / account holder | $5,507 | $8,568-35.7% | $13,435-59.0% | $7,344-25.0% |