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 6-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 | $54,706 | $56,277-2.8% | $80,975-32.4% | $62,891-13.0% |
| Participation rate | 84.0% | 69.0%+15.0pp | 75.8%+8.2pp | 69.3%+14.7pp |
| Annual return | 5.87% | 22.12%-16.3pp | 17.10%-11.2pp | 20.14%-14.3pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,714-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,975 | $4,195-29.1% | $5,696-47.8% | $3,203-7.1% |
| Admin fee / account holder | $2,216 | $3,741-40.8% | $5,516-59.8% | $4,296-48.4% |