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 | $27,935 | $112,729-75.2% | $98,716-71.7% | $137,256-79.6% |
| Participation rate | 90.0% | 74.2%+15.8pp | 69.3%+20.7pp | 80.0%+10.0pp |
| Annual return | 18.31% | 38.48%-20.2pp | 31.81%-13.5pp | 220.34%-202.0pp |
| Employer contribution / active EE | $2,437 | $2,725-10.6% | $2,279+7.0% | $4,156-41.4% |
| Participant deferral / active EE | $2,637 | $4,640-43.2% | $4,048-34.9% | $6,407-58.8% |
| Admin fee / account holder | $1,912 | $10,129-81.1% | $8,703-78.0% | $12,270-84.4% |