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 | $28,981 | $176,812-83.6% | $146,665-80.2% | $167,490-82.7% |
| Participation rate | 87.0% | 83.6%+3.3pp | 80.1%+6.9pp | 82.1%+4.9pp |
| Annual return | 21.35% | 24.03%-2.7pp | 22.74%-1.4pp | 478.56%-457.2pp |
| Employer contribution / active EE | $2,963 | $5,160-42.6% | $4,136-28.4% | $4,837-38.8% |
| Participant deferral / active EE | $5,368 | $6,440-16.6% | $5,506-2.5% | $6,341-15.3% |
| Admin fee / account holder | $555 | $13,259-95.8% | $10,280-94.6% | $12,309-95.5% |