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 | $59,007 | $93,170-36.7% | $100,534-41.3% | $84,808-30.4% |
| Participation rate | 70.4% | 75.8%-5.4pp | 80.6%-10.2pp | 68.3%+2.1pp |
| Annual return | 20.54% | 47.13%-26.6pp | 32.66%-12.1pp | 40.90%-20.4pp |
| Employer contribution / active EE | $3,287 | $3,985-17.5% | $4,346-24.4% | $2,631+24.9% |
| Participant deferral / active EE | $5,856 | $5,699+2.8% | $6,144-4.7% | $4,212+39.0% |
| Admin fee / account holder | $1,479 | $7,382-80.0% | $7,654-80.7% | $7,344-79.9% |