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 | $27,714 | $106,515-74.0% | $96,683-71.3% | $139,434-80.1% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.3%+13.2pp | 80.3%+7.2pp |
| Annual return | 11.75% | 38.43%-26.7pp | 35.69%-23.9pp | 372.94%-361.2pp |
| Employer contribution / active EE | $2,175 | $4,103-47.0% | $3,737-41.8% | $4,751-54.2% |
| Participant deferral / active EE | $6,007 | $5,454+10.1% | $4,878+23.1% | $6,710-10.5% |
| Admin fee / account holder | $454 | $7,877-94.2% | $6,730-93.3% | $11,403-96.0% |