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 | $61,332 | $87,013-29.5% | $106,213-42.3% | $80,856-24.1% |
| Participation rate | 89.6% | 70.4%+19.1pp | 75.3%+14.3pp | 67.6%+21.9pp |
| Annual return | 16.64% | 17.05%-0.4pp | 116.14%-99.5pp | 35.59%-19.0pp |
| Employer contribution / active EE | $3,196 | $2,395+33.4% | $3,171+0.8% | $2,755+16.0% |
| Participant deferral / active EE | $6,832 | $3,986+71.4% | $5,016+36.2% | $4,296+59.0% |
| Admin fee / account holder | $1,766 | $8,431-79.1% | $11,033-84.0% | $6,918-74.5% |