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 4-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 | $28,640 | $81,248-64.8% | $155,509-81.6% | $80,856-64.6% |
| Participation rate | 96.3% | 66.2%+30.1pp | 78.2%+18.1pp | 67.6%+28.7pp |
| Annual return | 21.62% | 33.31%-11.7pp | 64.67%-43.0pp | 35.59%-14.0pp |
| Employer contribution / active EE | $2,561 | $3,100-17.4% | $4,672-45.2% | $2,755-7.0% |
| Participant deferral / active EE | $6,696 | $3,452+94.0% | $5,626+19.0% | $4,296+55.9% |
| Admin fee / account holder | $7,494 | $7,997-6.3% | $15,912-52.9% | $6,918+8.3% |