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 | $32,610 | $80,968-59.7% | $96,544-66.2% | $75,163-56.6% |
| Participation rate | 82.1% | 71.8%+10.4pp | 76.0%+6.2pp | 67.2%+15.0pp |
| Annual return | 20.11% | 27.06%-7.0pp | 25.84%-5.7pp | 160.62%-140.5pp |
| Employer contribution / active EE | $3,051 | $2,282+33.7% | $2,965+2.9% | $2,670+14.3% |
| Participant deferral / active EE | $5,572 | $3,928+41.9% | $4,851+14.9% | $4,125+35.1% |
| Admin fee / account holder | $3,519 | $6,724-47.7% | $8,252-57.4% | $5,651-37.7% |