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 | $24,137 | $73,933-67.4% | $96,683-75.0% | $75,163-67.9% |
| Participation rate | 92.5% | 66.4%+26.1pp | 74.3%+18.2pp | 67.2%+25.3pp |
| Annual return | 27.97% | 26.70%+1.3pp | 35.69%-7.7pp | 160.62%-132.6pp |
| Employer contribution / active EE | $806 | $2,928-72.5% | $3,737-78.4% | $2,670-69.8% |
| Participant deferral / active EE | $4,340 | $3,659+18.6% | $4,878-11.0% | $4,125+5.2% |
| Admin fee / account holder | $1,851 | $5,216-64.5% | $6,730-72.5% | $5,651-67.2% |