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 | $106,738 | $148,534-28.1% | $135,903-21.5% | $139,434-23.4% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 15.12% | 79.19%-64.1pp | 68.23%-53.1pp | 372.94%-357.8pp |
| Employer contribution / active EE | $2,365 | $5,243-54.9% | $4,856-51.3% | $4,751-50.2% |
| Participant deferral / active EE | $2,906 | $8,100-64.1% | $7,758-62.5% | $6,710-56.7% |
| Admin fee / account holder | $5,448 | $12,400-56.1% | $10,762-49.4% | $11,403-52.2% |