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 7-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 | $31,497 | $154,228-79.6% | $145,433-78.3% | $137,256-77.1% |
| Participation rate | 94.7% | 83.8%+10.9pp | 82.1%+12.6pp | 80.0%+14.8pp |
| Annual return | 15.43% | 74.59%-59.2pp | 66.58%-51.1pp | 220.34%-204.9pp |
| Employer contribution / active EE | $3,361 | $4,804-30.0% | $4,554-26.2% | $4,156-19.1% |
| Participant deferral / active EE | $5,945 | $8,216-27.6% | $7,897-24.7% | $6,407-7.2% |
| Admin fee / account holder | $4,616 | $14,344-67.8% | $13,129-64.8% | $12,270-62.4% |