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 | $93,863 | $112,729-16.7% | $98,716-4.9% | $137,256-31.6% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.3%+10.7pp | 80.0%0pp |
| Annual return | 14.70% | 38.48%-23.8pp | 31.81%-17.1pp | 220.34%-205.6pp |
| Employer contribution / active EE | $1,002 | $2,725-63.2% | $2,279-56.0% | $4,156-75.9% |
| Participant deferral / active EE | $10,967 | $4,640+136.4% | $4,048+171.0% | $6,407+71.2% |
| Admin fee / account holder | $12,664 | $10,129+25.0% | $8,703+45.5% | $12,270+3.2% |