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 | $66,810 | $100,773-33.7% | $88,946-24.9% | $142,382-53.1% |
| Participation rate | 82.4% | 74.3%+8.1pp | 68.8%+13.5pp | 80.1%+2.2pp |
| Annual return | 16.82% | 70.18%-53.4pp | 57.82%-41.0pp | 217.08%-200.3pp |
| Employer contribution / active EE | $2,067 | $2,918-29.2% | $2,555-19.1% | $4,299-51.9% |
| Participant deferral / active EE | $2,614 | $5,230-50.0% | $4,581-42.9% | $6,507-59.8% |
| Admin fee / account holder | $4,776 | $9,693-50.7% | $8,261-42.2% | $12,624-62.2% |