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 4-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 | $61,135 | $106,584-42.6% | $101,326-39.7% | $142,382-57.1% |
| Participation rate | 78.9% | 82.7%-3.7pp | 81.5%-2.5pp | 80.1%-1.2pp |
| Annual return | 16.27% | 36.93%-20.7pp | 36.82%-20.6pp | 217.08%-200.8pp |
| Employer contribution / active EE | $616 | $3,956-84.4% | $3,665-83.2% | $4,299-85.7% |
| Participant deferral / active EE | $4,658 | $8,297-43.9% | $7,994-41.7% | $6,507-28.4% |
| Admin fee / account holder | $9,000 | $11,446-21.4% | $11,185-19.5% | $12,624-28.7% |