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 | $31,858 | $127,065-74.9% | $113,168-71.8% | $142,382-77.6% |
| Participation rate | 92.3% | 79.2%+13.1pp | 76.6%+15.7pp | 80.1%+12.2pp |
| Annual return | 15.22% | 24.03%-8.8pp | 24.27%-9.1pp | 217.08%-201.9pp |
| Employer contribution / active EE | $842 | $3,442-75.5% | $2,975-71.7% | $4,299-80.4% |
| Participant deferral / active EE | $3,237 | $5,716-43.4% | $5,107-36.6% | $6,507-50.3% |
| Admin fee / account holder | $6,086 | $15,736-61.3% | $12,068-49.6% | $12,624-51.8% |