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 | $30,003 | $159,602-81.2% | $150,045-80.0% | $142,382-78.9% |
| Participation rate | 91.3% | 84.0%+7.3pp | 82.3%+9.0pp | 80.1%+11.2pp |
| Annual return | 24.54% | 70.24%-45.7pp | 62.55%-38.0pp | 217.08%-192.5pp |
| Employer contribution / active EE | $3,462 | $4,961-30.2% | $4,693-26.2% | $4,299-19.5% |
| Participant deferral / active EE | $6,889 | $8,310-17.1% | $7,997-13.9% | $6,507+5.9% |
| Admin fee / account holder | $1,476 | $14,846-90.1% | $13,435-89.0% | $12,624-88.3% |