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 | $19,498 | $124,425-84.3% | $112,040-82.6% | $137,256-85.8% |
| Participation rate | 95.8% | 79.3%+16.5pp | 76.5%+19.3pp | 80.0%+15.9pp |
| Annual return | 20.71% | 24.72%-4.0pp | 24.52%-3.8pp | 220.34%-199.6pp |
| Employer contribution / active EE | $1,654 | $3,411-51.5% | $2,954-44.0% | $4,156-60.2% |
| Participant deferral / active EE | $2,484 | $5,718-56.6% | $5,098-51.3% | $6,407-61.2% |
| Admin fee / account holder | $2,140 | $15,207-85.9% | $12,098-82.3% | $12,270-82.6% |