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 | $23,334 | $77,503-69.9% | $100,391-76.8% | $80,856-71.1% |
| Participation rate | 96.5% | 76.9%+19.5pp | 81.5%+15.0pp | 67.6%+28.9pp |
| Annual return | 12.56% | 37.20%-24.6pp | 49.20%-36.6pp | 35.59%-23.0pp |
| Employer contribution / active EE | $1,531 | $2,801-45.4% | $3,942-61.2% | $2,755-44.4% |
| Participant deferral / active EE | $5,277 | $6,820-22.6% | $8,082-34.7% | $4,296+22.8% |
| Admin fee / account holder | $2,998 | $5,897-49.2% | $7,899-62.0% | $6,918-56.7% |