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 | $40,800 | $106,584-61.7% | $101,326-59.7% | $142,382-71.3% |
| Participation rate | 85.7% | 82.7%+3.0pp | 81.5%+4.2pp | 80.1%+5.6pp |
| Annual return | 20.78% | 36.93%-16.1pp | 36.82%-16.0pp | 217.08%-196.3pp |
| Employer contribution / active EE | $861 | $3,956-78.2% | $3,665-76.5% | $4,299-80.0% |
| Participant deferral / active EE | $5,185 | $8,297-37.5% | $7,994-35.1% | $6,507-20.3% |
| Admin fee / account holder | $378 | $11,446-96.7% | $11,185-96.6% | $12,624-97.0% |