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 | $148,978-69.5% | $200,582-77.4% | $84,808-46.5% |
| Participation rate | 85.7% | 84.2%+1.5pp | 86.9%-1.2pp | 68.3%+17.4pp |
| Annual return | 22.39% | 28.16%-5.8pp | 42.33%-19.9pp | 40.90%-18.5pp |
| Employer contribution / active EE | $1,829 | $4,815-62.0% | $6,419-71.5% | $2,631-30.5% |
| Participant deferral / active EE | $3,977 | $7,142-44.3% | $9,331-57.4% | $4,212-5.6% |
| Admin fee / account holder | $564 | $13,977-96.0% | $16,305-96.5% | $7,344-92.3% |