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 | $40,396 | $148,534-72.8% | $135,903-70.3% | $139,434-71.0% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 17.01% | 79.19%-62.2pp | 68.23%-51.2pp | 372.94%-355.9pp |
| Employer contribution / active EE | $1,739 | $5,243-66.8% | $4,856-64.2% | $4,751-63.4% |
| Participant deferral / active EE | $4,268 | $8,100-47.3% | $7,758-45.0% | $6,710-36.4% |
| Admin fee / account holder | $1,806 | $12,400-85.4% | $10,762-83.2% | $11,403-84.2% |