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 | $45,388 | $146,267-69.0% | $197,124-77.0% | $82,448-44.9% |
| Participation rate | 85.7% | 84.0%+1.7pp | 86.7%-1.0pp | 68.1%+17.6pp |
| Annual return | 22.39% | 29.61%-7.2pp | 44.34%-22.0pp | 41.64%-19.2pp |
| Employer contribution / active EE | $1,829 | $4,723-61.3% | $6,227-70.6% | $2,551-28.3% |
| Participant deferral / active EE | $3,977 | $7,035-43.5% | $9,135-56.5% | $4,139-3.9% |
| Admin fee / account holder | $564 | $14,422-96.1% | $16,298-96.5% | $7,234-92.2% |