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 | $106,584-66.6% | $101,326-64.9% | $142,382-75.0% |
| Participation rate | 95.2% | 82.7%+12.5pp | 81.5%+13.7pp | 80.1%+15.1pp |
| Annual return | 22.69% | 36.93%-14.2pp | 36.82%-14.1pp | 217.08%-194.4pp |
| Employer contribution / active EE | $3,031 | $3,956-23.4% | $3,665-17.3% | $4,299-29.5% |
| Participant deferral / active EE | $4,764 | $8,297-42.6% | $7,994-40.4% | $6,507-26.8% |
| Admin fee / account holder | $4,508 | $11,446-60.6% | $11,185-59.7% | $12,624-64.3% |