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 | $65,359 | $148,978-56.1% | $200,582-67.4% | $84,808-22.9% |
| Participation rate | 90.2% | 84.2%+6.0pp | 86.9%+3.4pp | 68.3%+21.9pp |
| Annual return | 15.78% | 28.16%-12.4pp | 42.33%-26.6pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,833 | $4,815-61.9% | $6,419-71.4% | $2,631-30.3% |
| Participant deferral / active EE | $6,819 | $7,142-4.5% | $9,331-26.9% | $4,212+61.9% |
| Admin fee / account holder | $1,157 | $13,977-91.7% | $16,305-92.9% | $7,344-84.2% |