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 3-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 | $58,134 | $111,814-48.0% | $103,374-43.8% | $145,959-60.2% |
| Participation rate | 81.8% | 77.9%+3.9pp | 74.5%+7.3pp | 80.3%+1.5pp |
| Annual return | 17.44% | 24.77%-7.3pp | 24.89%-7.4pp | 561.95%-544.5pp |
| Employer contribution / active EE | $1,953 | $4,214-53.7% | $3,869-49.5% | $4,661-58.1% |
| Participant deferral / active EE | $4,119 | $5,618-26.7% | $5,058-18.6% | $6,689-38.4% |
| Admin fee / account holder | $591 | $9,754-93.9% | $8,394-93.0% | $13,398-95.6% |