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 | $54,328 | $127,065-57.2% | $113,168-52.0% | $142,382-61.8% |
| Participation rate | 82.4% | 79.2%+3.1pp | 76.6%+5.8pp | 80.1%+2.2pp |
| Annual return | 17.33% | 24.03%-6.7pp | 24.27%-6.9pp | 217.08%-199.7pp |
| Employer contribution / active EE | $2,746 | $3,442-20.2% | $2,975-7.7% | $4,299-36.1% |
| Participant deferral / active EE | $2,255 | $5,716-60.6% | $5,107-55.8% | $6,507-65.3% |
| Admin fee / account holder | $471 | $15,736-97.0% | $12,068-96.1% | $12,624-96.3% |