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 | $56,591 | $154,228-63.3% | $145,433-61.1% | $137,256-58.8% |
| Participation rate | 92.9% | 83.8%+9.1pp | 82.1%+10.7pp | 80.0%+12.9pp |
| Annual return | 17.81% | 74.59%-56.8pp | 66.58%-48.8pp | 220.34%-202.5pp |
| Employer contribution / active EE | $3,766 | $4,804-21.6% | $4,554-17.3% | $4,156-9.4% |
| Participant deferral / active EE | $4,789 | $8,216-41.7% | $7,897-39.4% | $6,407-25.3% |
| Admin fee / account holder | $15,139 | $14,344+5.5% | $13,129+15.3% | $12,270+23.4% |