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 | $29,089 | $114,381-74.6% | $107,525-72.9% | $142,382-79.6% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.1%+13.8pp | 80.1%+8.8pp |
| Annual return | 11.77% | 242.71%-230.9pp | 181.32%-169.6pp | 217.08%-205.3pp |
| Employer contribution / active EE | $1,707 | $4,015-57.5% | $3,754-54.5% | $4,299-60.3% |
| Participant deferral / active EE | $5,740 | $5,564+3.2% | $5,116+12.2% | $6,507-11.8% |
| Admin fee / account holder | $759 | $9,860-92.3% | $8,919-91.5% | $12,624-94.0% |