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 | $20,177 | $80,717-75.0% | $154,803-87.0% | $84,808-76.2% |
| Participation rate | 95.3% | 66.8%+28.5pp | 78.1%+17.2pp | 68.3%+27.0pp |
| Annual return | 19.80% | 37.96%-18.2pp | 58.88%-39.1pp | 40.90%-21.1pp |
| Employer contribution / active EE | $2,888 | $2,761+4.6% | $4,305-32.9% | $2,631+9.8% |
| Participant deferral / active EE | $4,810 | $3,303+45.6% | $5,540-13.2% | $4,212+14.2% |
| Admin fee / account holder | $1,690 | $6,746-74.9% | $14,329-88.2% | $7,344-77.0% |