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 | $57,486 | $176,812-67.5% | $146,665-60.8% | $167,490-65.7% |
| Participation rate | 95.8% | 83.6%+12.2pp | 80.1%+15.8pp | 82.1%+13.7pp |
| Annual return | 15.12% | 24.03%-8.9pp | 22.74%-7.6pp | 478.56%-463.4pp |
| Employer contribution / active EE | $2,214 | $5,160-57.1% | $4,136-46.5% | $4,837-54.2% |
| Participant deferral / active EE | $4,345 | $6,440-32.5% | $5,506-21.1% | $6,341-31.5% |
| Admin fee / account holder | $7,177 | $13,259-45.9% | $10,280-30.2% | $12,309-41.7% |