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 | $30,256 | $110,261-72.6% | $95,745-68.4% | $139,434-78.3% |
| Participation rate | 88.9% | 75.8%+13.1pp | 72.3%+16.6pp | 80.3%+8.6pp |
| Annual return | 18.04% | 27.11%-9.1pp | 28.35%-10.3pp | 372.94%-354.9pp |
| Employer contribution / active EE | $2,283 | $3,257-29.9% | $2,835-19.4% | $4,751-51.9% |
| Participant deferral / active EE | $6,798 | $4,676+45.4% | $4,245+60.2% | $6,710+1.3% |
| Admin fee / account holder | $692 | $6,613-89.5% | $5,678-87.8% | $11,403-93.9% |