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 | $64,907 | $102,616-36.7% | $81,983-20.8% | $158,922-59.2% |
| Participation rate | 71.4% | 75.5%-4.1pp | 69.2%+2.2pp | 82.0%-10.5pp |
| Annual return | 11.34% | 61.04%-49.7pp | 41.31%-30.0pp | 302.83%-291.5pp |
| Employer contribution / active EE | $853 | $3,240-73.7% | $2,498-65.8% | $4,761-82.1% |
| Participant deferral / active EE | $1,555 | $4,648-66.5% | $3,722-58.2% | $5,982-74.0% |
| Admin fee / account holder | $2,516 | $8,235-69.5% | $5,664-55.6% | $11,246-77.6% |