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 | $26,750 | $109,881-75.7% | $150,045-82.2% | $84,808-68.5% |
| Participation rate | 86.8% | 76.1%+10.7pp | 82.3%+4.5pp | 68.3%+18.5pp |
| Annual return | 20.94% | 28.25%-7.3pp | 62.55%-41.6pp | 40.90%-20.0pp |
| Employer contribution / active EE | $1,769 | $3,561-50.3% | $4,693-62.3% | $2,631-32.8% |
| Participant deferral / active EE | $3,838 | $6,636-42.2% | $7,997-52.0% | $4,212-8.9% |
| Admin fee / account holder | $857 | $8,568-90.0% | $13,435-93.6% | $7,344-88.3% |