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 8-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 | $68,738 | $148,534-53.7% | $135,903-49.4% | $139,434-50.7% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 30.47% | 79.19%-48.7pp | 68.23%-37.8pp | 372.94%-342.5pp |
| Employer contribution / active EE | $1,343 | $5,243-74.4% | $4,856-72.3% | $4,751-71.7% |
| Participant deferral / active EE | $2,499 | $8,100-69.1% | $7,758-67.8% | $6,710-62.8% |
| Admin fee / account holder | $4,510 | $12,400-63.6% | $10,762-58.1% | $11,403-60.4% |