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 5-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 | $27,373 | $80,968-66.2% | $96,544-71.6% | $75,163-63.6% |
| Participation rate | 86.5% | 71.8%+14.8pp | 76.0%+10.6pp | 67.2%+19.3pp |
| Annual return | 15.17% | 27.06%-11.9pp | 25.84%-10.7pp | 160.62%-145.4pp |
| Employer contribution / active EE | $697 | $2,282-69.5% | $2,965-76.5% | $2,670-73.9% |
| Participant deferral / active EE | $4,199 | $3,928+6.9% | $4,851-13.4% | $4,125+1.8% |
| Admin fee / account holder | $4,581 | $6,724-31.9% | $8,252-44.5% | $5,651-18.9% |