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 | $34,978 | $101,763-65.6% | $164,866-78.8% | $80,874-56.7% |
| Participation rate | 84.8% | 71.8%+13.0pp | 78.6%+6.2pp | 67.6%+17.2pp |
| Annual return | 14.25% | 16.73%-2.5pp | 69.97%-55.7pp | 35.62%-21.4pp |
| Employer contribution / active EE | $2,459 | $2,954-16.8% | $4,343-43.4% | $2,756-10.8% |
| Participant deferral / active EE | $5,312 | $4,477+18.7% | $6,033-11.9% | $4,297+23.6% |
| Admin fee / account holder | $1,626 | $8,228-80.2% | $12,689-87.2% | $6,935-76.6% |