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 | $27,663 | $80,717-65.7% | $154,803-82.1% | $84,808-67.4% |
| Participation rate | 93.0% | 66.8%+26.2pp | 78.1%+15.0pp | 68.3%+24.7pp |
| Annual return | 16.79% | 37.96%-21.2pp | 58.88%-42.1pp | 40.90%-24.1pp |
| Employer contribution / active EE | $1,429 | $2,761-48.2% | $4,305-66.8% | $2,631-45.7% |
| Participant deferral / active EE | $4,336 | $3,303+31.3% | $5,540-21.7% | $4,212+3.0% |
| Admin fee / account holder | $1,660 | $6,746-75.4% | $14,329-88.4% | $7,344-77.4% |