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 | $53,098 | $81,248-34.6% | $155,509-65.9% | $80,856-34.3% |
| Participation rate | 80.8% | 66.2%+14.5pp | 78.2%+2.6pp | 67.6%+13.1pp |
| Annual return | 13.37% | 33.31%-19.9pp | 64.67%-51.3pp | 35.59%-22.2pp |
| Employer contribution / active EE | $3,930 | $3,100+26.8% | $4,672-15.9% | $2,755+42.7% |
| Participant deferral / active EE | $8,135 | $3,452+135.7% | $5,626+44.6% | $4,296+89.4% |
| Admin fee / account holder | $3,067 | $7,997-61.6% | $15,912-80.7% | $6,918-55.7% |