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 3-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 | $61,922 | $95,803-35.4% | $113,168-45.3% | $84,808-27.0% |
| Participation rate | 88.4% | 72.9%+15.5pp | 76.6%+11.8pp | 68.3%+20.1pp |
| Annual return | 14.27% | 25.00%-10.7pp | 24.27%-10.0pp | 40.90%-26.6pp |
| Employer contribution / active EE | $3,755 | $2,360+59.1% | $2,975+26.2% | $2,631+42.7% |
| Participant deferral / active EE | $3,672 | $4,242-13.4% | $5,107-28.1% | $4,212-12.8% |
| Admin fee / account holder | $483 | $8,989-94.6% | $12,068-96.0% | $7,344-93.4% |