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 5-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 | $27,617 | $80,717-65.8% | $154,803-82.2% | $84,808-67.4% |
| Participation rate | 92.1% | 66.8%+25.3pp | 78.1%+14.0pp | 68.3%+23.8pp |
| Annual return | 109.01% | 37.96%+71.1pp | 58.88%+50.1pp | 40.90%+68.1pp |
| Employer contribution / active EE | $609 | $2,761-78.0% | $4,305-85.9% | $2,631-76.9% |
| Participant deferral / active EE | $2,327 | $3,303-29.5% | $5,540-58.0% | $4,212-44.7% |
| Admin fee / account holder | $605 | $6,746-91.0% | $14,329-95.8% | $7,344-91.8% |