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 | $53,987 | $100,970-46.5% | $96,576-44.1% | $137,256-60.7% |
| Participation rate | 95.7% | 82.6%+13.0pp | 81.4%+14.2pp | 80.0%+15.7pp |
| Annual return | 29.20% | 38.16%-9.0pp | 38.47%-9.3pp | 220.34%-191.1pp |
| Employer contribution / active EE | $3,435 | $3,809-9.8% | $3,553-3.3% | $4,156-17.3% |
| Participant deferral / active EE | $12,216 | $8,286+47.4% | $7,956+53.5% | $6,407+90.7% |
| Admin fee / account holder | $917 | $11,312-91.9% | $11,381-91.9% | $12,270-92.5% |