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 9-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 | $87,755 | $165,335-46.9% | $149,696-41.4% | $158,922-44.8% |
| Participation rate | 87.0% | 84.6%+2.4pp | 82.5%+4.5pp | 82.0%+5.0pp |
| Annual return | 18.17% | 348.15%-330.0pp | 276.60%-258.4pp | 302.83%-284.7pp |
| Employer contribution / active EE | $1,426 | $5,103-72.0% | $4,644-69.3% | $4,761-70.0% |
| Participant deferral / active EE | $4,082 | $7,181-43.2% | $6,842-40.3% | $5,982-31.8% |
| Admin fee / account holder | $4,542 | $10,807-58.0% | $9,309-51.2% | $11,246-59.6% |