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 | $23,937 | $73,787-67.6% | $98,716-75.8% | $82,448-71.0% |
| Participation rate | 90.1% | 61.4%+28.7pp | 69.3%+20.8pp | 68.1%+22.0pp |
| Annual return | 22.49% | 18.57%+3.9pp | 31.81%-9.3pp | 41.64%-19.2pp |
| Employer contribution / active EE | $1,437 | $1,511-4.9% | $2,279-37.0% | $2,551-43.7% |
| Participant deferral / active EE | $2,653 | $3,081-13.9% | $4,048-34.5% | $4,139-35.9% |
| Admin fee / account holder | $790 | $6,500-87.8% | $8,703-90.9% | $7,234-89.1% |