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 | $35,672 | $95,453-62.6% | $112,040-68.2% | $82,448-56.7% |
| Participation rate | 92.9% | 72.8%+20.1pp | 76.5%+16.4pp | 68.1%+24.8pp |
| Annual return | 26.28% | 23.92%+2.4pp | 24.52%+1.8pp | 41.64%-15.4pp |
| Employer contribution / active EE | $2,493 | $2,318+7.6% | $2,954-15.6% | $2,551-2.3% |
| Participant deferral / active EE | $12,440 | $4,224+194.5% | $5,098+144.0% | $4,139+200.5% |
| Admin fee / account holder | $2,940 | $9,013-67.4% | $12,098-75.7% | $7,234-59.4% |