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 3-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 | $62,383 | $148,978-58.1% | $200,582-68.9% | $84,808-26.4% |
| Participation rate | 96.4% | 84.2%+12.2pp | 86.9%+9.5pp | 68.3%+28.1pp |
| Annual return | 21.89% | 28.16%-6.3pp | 42.33%-20.4pp | 40.90%-19.0pp |
| Employer contribution / active EE | $3,801 | $4,815-21.1% | $6,419-40.8% | $2,631+44.5% |
| Participant deferral / active EE | $8,673 | $7,142+21.4% | $9,331-7.1% | $4,212+105.9% |
| Admin fee / account holder | $1,408 | $13,977-89.9% | $16,305-91.4% | $7,344-80.8% |