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 | $41,492 | $100,970-58.9% | $96,576-57.0% | $137,256-69.8% |
| Participation rate | 90.9% | 82.6%+8.3pp | 81.4%+9.5pp | 80.0%+10.9pp |
| Annual return | 22.19% | 38.16%-16.0pp | 38.47%-16.3pp | 220.34%-198.2pp |
| Employer contribution / active EE | $4,169 | $3,809+9.5% | $3,553+17.3% | $4,156+0.3% |
| Participant deferral / active EE | $13,036 | $8,286+57.3% | $7,956+63.8% | $6,407+103.5% |
| Admin fee / account holder | $6,422 | $11,312-43.2% | $11,381-43.6% | $12,270-47.7% |