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 | $22,457 | $114,381-80.4% | $107,525-79.1% | $142,382-84.2% |
| Participation rate | 82.4% | 78.1%+4.2pp | 75.1%+7.3pp | 80.1%+2.2pp |
| Annual return | 18.27% | 242.71%-224.4pp | 181.32%-163.0pp | 217.08%-198.8pp |
| Employer contribution / active EE | $2,104 | $4,015-47.6% | $3,754-43.9% | $4,299-51.1% |
| Participant deferral / active EE | $3,658 | $5,564-34.3% | $5,116-28.5% | $6,507-43.8% |
| Admin fee / account holder | $2,576 | $9,860-73.9% | $8,919-71.1% | $12,624-79.6% |