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 | $95,803-62.8% | $113,168-68.5% | $84,808-57.9% |
| Participation rate | 92.9% | 72.9%+20.0pp | 76.6%+16.3pp | 68.3%+24.5pp |
| Annual return | 26.28% | 25.00%+1.3pp | 24.27%+2.0pp | 40.90%-14.6pp |
| Employer contribution / active EE | $2,493 | $2,360+5.6% | $2,975-16.2% | $2,631-5.2% |
| Participant deferral / active EE | $12,440 | $4,242+193.2% | $5,107+143.6% | $4,212+195.4% |
| Admin fee / account holder | $2,940 | $8,989-67.3% | $12,068-75.6% | $7,344-60.0% |