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 | $27,019 | $95,266-71.6% | $82,389-67.2% | $142,382-81.0% |
| Participation rate | 82.6% | 74.5%+8.1pp | 69.5%+13.1pp | 80.1%+2.5pp |
| Annual return | 17.27% | 25.74%-8.5pp | 28.67%-11.4pp | 217.08%-199.8pp |
| Employer contribution / active EE | $1,320 | $2,991-55.9% | $2,517-47.6% | $4,299-69.3% |
| Participant deferral / active EE | $4,736 | $4,809-1.5% | $4,155+14.0% | $6,507-27.2% |
| Admin fee / account holder | $1,234 | $8,563-85.6% | $7,231-82.9% | $12,624-90.2% |