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 6-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 | $70,275 | $114,381-38.6% | $107,525-34.6% | $142,382-50.6% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.1%+12.4pp | 80.1%+7.4pp |
| Annual return | 12.20% | 242.71%-230.5pp | 181.32%-169.1pp | 217.08%-204.9pp |
| Employer contribution / active EE | $3,036 | $4,015-24.4% | $3,754-19.1% | $4,299-29.4% |
| Participant deferral / active EE | $14,049 | $5,564+152.5% | $5,116+174.6% | $6,507+115.9% |
| Admin fee / account holder | $770 | $9,860-92.2% | $8,919-91.4% | $12,624-93.9% |