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 | $30,452 | $114,381-73.4% | $107,525-71.7% | $142,382-78.6% |
| Participation rate | 86.7% | 78.1%+8.5pp | 75.1%+11.6pp | 80.1%+6.5pp |
| Annual return | 23.61% | 242.71%-219.1pp | 181.32%-157.7pp | 217.08%-193.5pp |
| Employer contribution / active EE | $2,602 | $4,015-35.2% | $3,754-30.7% | $4,299-39.5% |
| Participant deferral / active EE | $4,007 | $5,564-28.0% | $5,116-21.7% | $6,507-38.4% |
| Admin fee / account holder | $1,698 | $9,860-82.8% | $8,919-81.0% | $12,624-86.5% |