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 | $37,875 | $106,584-64.5% | $101,326-62.6% | $142,382-73.4% |
| Participation rate | 85.7% | 82.7%+3.0pp | 81.5%+4.2pp | 80.1%+5.6pp |
| Annual return | 18.80% | 36.93%-18.1pp | 36.82%-18.0pp | 217.08%-198.3pp |
| Employer contribution / active EE | $2,439 | $3,956-38.4% | $3,665-33.5% | $4,299-43.3% |
| Participant deferral / active EE | $15,088 | $8,297+81.8% | $7,994+88.7% | $6,507+131.9% |
| Admin fee / account holder | $4,168 | $11,446-63.6% | $11,185-62.7% | $12,624-67.0% |