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 | $44,834 | $106,515-57.9% | $96,683-53.6% | $139,434-67.8% |
| Participation rate | 72.7% | 77.8%-5.1pp | 74.3%-1.6pp | 80.3%-7.6pp |
| Annual return | 25.25% | 38.43%-13.2pp | 35.69%-10.4pp | 372.94%-347.7pp |
| Employer contribution / active EE | $3,120 | $4,103-24.0% | $3,737-16.5% | $4,751-34.3% |
| Participant deferral / active EE | $5,238 | $5,454-4.0% | $4,878+7.4% | $6,710-21.9% |
| Admin fee / account holder | $596 | $7,877-92.4% | $6,730-91.1% | $11,403-94.8% |