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 10-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 | $33,938 | $56,110-39.5% | $94,993-64.3% | $70,131-51.6% |
| Participation rate | 84.6% | 65.0%+19.6pp | 73.9%+10.7pp | 69.5%+15.1pp |
| Annual return | 14.30% | 51.02%-36.7pp | 27.12%-12.8pp | 73.14%-58.8pp |
| Employer contribution / active EE | $962 | $1,442-33.3% | $2,603-63.1% | $2,342-59.0% |
| Participant deferral / active EE | $2,609 | $2,391+9.1% | $3,317-21.3% | $3,332-21.7% |
| Admin fee / account holder | $5,939 | $3,456+71.8% | $4,960+19.7% | $4,645+27.8% |