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 9-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 | $74,814 | $80,717-7.3% | $154,803-51.7% | $84,808-11.8% |
| Participation rate | 71.0% | 66.8%+4.2pp | 78.1%-7.1pp | 68.3%+2.7pp |
| Annual return | 17.29% | 37.96%-20.7pp | 58.88%-41.6pp | 40.90%-23.6pp |
| Employer contribution / active EE | $1,347 | $2,761-51.2% | $4,305-68.7% | $2,631-48.8% |
| Participant deferral / active EE | $3,149 | $3,303-4.7% | $5,540-43.2% | $4,212-25.2% |
| Admin fee / account holder | $2,031 | $6,746-69.9% | $14,329-85.8% | $7,344-72.3% |