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 5-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 | $24,464 | $57,590-57.5% | $86,233-71.6% | $82,448-70.3% |
| Participation rate | 81.0% | 57.9%+23.1pp | 69.0%+11.9pp | 68.1%+12.9pp |
| Annual return | 16.30% | 22.41%-6.1pp | 61.39%-45.1pp | 41.64%-25.3pp |
| Employer contribution / active EE | $1,042 | $1,655-37.1% | $2,504-58.4% | $2,551-59.2% |
| Participant deferral / active EE | $4,328 | $3,080+40.5% | $4,559-5.1% | $4,139+4.6% |
| Admin fee / account holder | $1,898 | $4,730-59.9% | $8,342-77.2% | $7,234-73.8% |