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 | $60,374 | $80,968-25.4% | $96,544-37.5% | $75,163-19.7% |
| Participation rate | 76.7% | 71.8%+5.0pp | 76.0%+0.8pp | 67.2%+9.6pp |
| Annual return | 18.00% | 27.06%-9.1pp | 25.84%-7.8pp | 160.62%-142.6pp |
| Employer contribution / active EE | $4,190 | $2,282+83.6% | $2,965+41.3% | $2,670+57.0% |
| Participant deferral / active EE | $10,492 | $3,928+167.1% | $4,851+116.3% | $4,125+154.4% |
| Admin fee / account holder | $6,612 | $6,724-1.7% | $8,252-19.9% | $5,651+17.0% |