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 | $106,584-61.1% | $101,326-59.1% | $142,382-70.9% |
| Participation rate | 90.9% | 82.7%+8.2pp | 81.5%+9.4pp | 80.1%+10.8pp |
| Annual return | 22.19% | 36.93%-14.7pp | 36.82%-14.6pp | 217.08%-194.9pp |
| Employer contribution / active EE | $4,169 | $3,956+5.4% | $3,665+13.8% | $4,299-3.0% |
| Participant deferral / active EE | $13,036 | $8,297+57.1% | $7,994+63.1% | $6,507+100.3% |
| Admin fee / account holder | $6,422 | $11,446-43.9% | $11,185-42.6% | $12,624-49.1% |