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 | $33,959 | $109,881-69.1% | $150,045-77.4% | $84,808-60.0% |
| Participation rate | 85.2% | 76.1%+9.1pp | 82.3%+2.9pp | 68.3%+16.9pp |
| Annual return | 34.32% | 28.25%+6.1pp | 62.55%-28.2pp | 40.90%-6.6pp |
| Employer contribution / active EE | $1,760 | $3,561-50.6% | $4,693-62.5% | $2,631-33.1% |
| Participant deferral / active EE | $3,836 | $6,636-42.2% | $7,997-52.0% | $4,212-8.9% |
| Admin fee / account holder | $888 | $8,568-89.6% | $13,435-93.4% | $7,344-87.9% |