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 | $81,032 | $86,286-6.1% | $111,297-27.2% | $85,850-5.6% |
| Participation rate | 81.6% | 73.3%+8.3pp | 77.3%+4.3pp | 69.3%+12.3pp |
| Annual return | 14.73% | 19.99%-5.3pp | 54.65%-39.9pp | 318.53%-303.8pp |
| Employer contribution / active EE | $608 | $2,043-70.2% | $2,731-77.7% | $2,565-76.3% |
| Participant deferral / active EE | $3,877 | $3,641+6.5% | $4,487-13.6% | $3,952-1.9% |
| Admin fee / account holder | $7,719 | $8,188-5.7% | $7,964-3.1% | $6,260+23.3% |