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 | $60,727 | $124,425-51.2% | $112,040-45.8% | $137,256-55.8% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.5%+9.2pp | 80.0%+5.8pp |
| Annual return | 17.31% | 24.72%-7.4pp | 24.52%-7.2pp | 220.34%-203.0pp |
| Employer contribution / active EE | $1,297 | $3,411-62.0% | $2,954-56.1% | $4,156-68.8% |
| Participant deferral / active EE | $5,416 | $5,718-5.3% | $5,098+6.2% | $6,407-15.5% |
| Admin fee / account holder | $2,439 | $15,207-84.0% | $12,098-79.8% | $12,270-80.1% |