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 | $36,014 | $109,413-67.1% | $156,263-77.0% | $84,808-57.5% |
| Participation rate | 93.9% | 72.7%+21.2pp | 78.9%+15.0pp | 68.3%+25.6pp |
| Annual return | 16.80% | 20.18%-3.4pp | 59.47%-42.7pp | 40.90%-24.1pp |
| Employer contribution / active EE | $2,428 | $2,907-16.5% | $4,333-44.0% | $2,631-7.7% |
| Participant deferral / active EE | $5,544 | $4,590+20.8% | $6,158-10.0% | $4,212+31.6% |
| Admin fee / account holder | $2,352 | $9,357-74.9% | $14,255-83.5% | $7,344-68.0% |