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 | $101,724-65.6% | $164,813-78.8% | $80,856-56.7% |
| Participation rate | 84.8% | 71.8%+13.0pp | 78.6%+6.2pp | 67.6%+17.2pp |
| Annual return | 14.25% | 16.72%-2.5pp | 69.93%-55.7pp | 35.59%-21.3pp |
| Employer contribution / active EE | $2,459 | $2,953-16.7% | $4,341-43.3% | $2,755-10.7% |
| Participant deferral / active EE | $5,312 | $4,477+18.6% | $6,031-11.9% | $4,296+23.7% |
| Admin fee / account holder | $1,626 | $8,227-80.2% | $12,690-87.2% | $6,918-76.5% |