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 | $23,365 | $80,717-71.1% | $154,803-84.9% | $84,808-72.4% |
| Participation rate | 85.4% | 66.8%+18.6pp | 78.1%+7.3pp | 68.3%+17.1pp |
| Annual return | 18.88% | 37.96%-19.1pp | 58.88%-40.0pp | 40.90%-22.0pp |
| Employer contribution / active EE | $1,077 | $2,761-61.0% | $4,305-75.0% | $2,631-59.1% |
| Participant deferral / active EE | $3,636 | $3,303+10.1% | $5,540-34.4% | $4,212-13.7% |
| Admin fee / account holder | $2,788 | $6,746-58.7% | $14,329-80.5% | $7,344-62.0% |