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 | $17,486 | $148,534-88.2% | $135,903-87.1% | $139,434-87.5% |
| Participation rate | 94.4% | 83.9%+10.6pp | 81.9%+12.5pp | 80.3%+14.1pp |
| Annual return | 19.09% | 79.19%-60.1pp | 68.23%-49.1pp | 372.94%-353.9pp |
| Employer contribution / active EE | $3,850 | $5,243-26.6% | $4,856-20.7% | $4,751-19.0% |
| Participant deferral / active EE | $10,381 | $8,100+28.2% | $7,758+33.8% | $6,710+54.7% |
| Admin fee / account holder | $4,204 | $12,400-66.1% | $10,762-60.9% | $11,403-63.1% |