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 | $74,448 | $89,753-17.1% | $107,525-30.8% | $84,808-12.2% |
| Participation rate | 84.4% | 68.1%+16.3pp | 75.1%+9.3pp | 68.3%+16.1pp |
| Annual return | 19.35% | 29.48%-10.1pp | 181.32%-162.0pp | 40.90%-21.5pp |
| Employer contribution / active EE | $1,314 | $3,113-57.8% | $3,754-65.0% | $2,631-50.1% |
| Participant deferral / active EE | $7,614 | $4,056+87.7% | $5,116+48.8% | $4,212+80.8% |
| Admin fee / account holder | $4,218 | $7,222-41.6% | $8,919-52.7% | $7,344-42.6% |