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 | $67,437 | $104,974-35.8% | $95,585-29.4% | $142,382-52.6% |
| Participation rate | 90.5% | 75.0%+15.5pp | 72.1%+18.4pp | 80.1%+10.4pp |
| Annual return | 19.87% | 210.33%-190.5pp | 38.56%-18.7pp | 217.08%-197.2pp |
| Employer contribution / active EE | $902 | $2,779-67.6% | $2,527-64.3% | $4,299-79.0% |
| Participant deferral / active EE | $1,966 | $4,352-54.8% | $4,023-51.1% | $6,507-69.8% |
| Admin fee / account holder | $629 | $6,386-90.2% | $6,127-89.7% | $12,624-95.0% |