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 7-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 | $25,915 | $111,754-76.8% | $103,333-74.9% | $145,922-82.2% |
| Participation rate | 81.8% | 77.9%+3.9pp | 74.5%+7.3pp | 80.3%+1.5pp |
| Annual return | 16.77% | 24.77%-8.0pp | 24.88%-8.1pp | 561.29%-544.5pp |
| Employer contribution / active EE | $4,240 | $4,212+0.7% | $3,868+9.6% | $4,660-9.0% |
| Participant deferral / active EE | $5,000 | $5,619-11.0% | $5,057-1.1% | $6,688-25.2% |
| Admin fee / account holder | $335 | $9,750-96.6% | $8,355-96.0% | $13,397-97.5% |