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 4-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 | $28,356 | $81,248-65.1% | $155,509-81.8% | $80,856-64.9% |
| Participation rate | 79.6% | 66.2%+13.4pp | 78.2%+1.4pp | 67.6%+12.0pp |
| Annual return | 17.89% | 33.31%-15.4pp | 64.67%-46.8pp | 35.59%-17.7pp |
| Employer contribution / active EE | $2,377 | $3,100-23.3% | $4,672-49.1% | $2,755-13.7% |
| Participant deferral / active EE | $4,863 | $3,452+40.9% | $5,626-13.6% | $4,296+13.2% |
| Admin fee / account holder | $593 | $7,997-92.6% | $15,912-96.3% | $6,918-91.4% |