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 | $35,581 | $100,970-64.8% | $96,576-63.2% | $137,256-74.1% |
| Participation rate | 95.2% | 82.6%+12.6pp | 81.4%+13.8pp | 80.0%+15.3pp |
| Annual return | 22.69% | 38.16%-15.5pp | 38.47%-15.8pp | 220.34%-197.6pp |
| Employer contribution / active EE | $3,031 | $3,809-20.4% | $3,553-14.7% | $4,156-27.1% |
| Participant deferral / active EE | $4,764 | $8,286-42.5% | $7,956-40.1% | $6,407-25.6% |
| Admin fee / account holder | $4,508 | $11,312-60.2% | $11,381-60.4% | $12,270-63.3% |