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 | $37,503 | $101,724-63.1% | $164,813-77.2% | $80,856-53.6% |
| Participation rate | 93.3% | 71.8%+21.5pp | 78.6%+14.7pp | 67.6%+25.7pp |
| Annual return | 14.61% | 16.72%-2.1pp | 69.93%-55.3pp | 35.59%-21.0pp |
| Employer contribution / active EE | $1,213 | $2,953-58.9% | $4,341-72.1% | $2,755-56.0% |
| Participant deferral / active EE | $2,301 | $4,477-48.6% | $6,031-61.8% | $4,296-46.4% |
| Admin fee / account holder | $3,635 | $8,227-55.8% | $12,690-71.4% | $6,918-47.5% |