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 | $22,693 | $60,892-62.7% | $82,389-72.5% | $84,808-73.2% |
| Participation rate | 85.2% | 63.3%+21.9pp | 69.5%+15.6pp | 68.3%+16.9pp |
| Annual return | 22.65% | 37.29%-14.6pp | 28.67%-6.0pp | 40.90%-18.2pp |
| Employer contribution / active EE | $1,545 | $1,779-13.2% | $2,517-38.6% | $2,631-41.3% |
| Participant deferral / active EE | $3,618 | $3,179+13.8% | $4,155-12.9% | $4,212-14.1% |
| Admin fee / account holder | $588 | $5,467-89.2% | $7,231-91.9% | $7,344-92.0% |