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 | $55,627 | $179,726-69.0% | $156,263-64.4% | $142,382-60.9% |
| Participation rate | 92.3% | 82.1%+10.2pp | 78.9%+13.4pp | 80.1%+12.2pp |
| Annual return | 15.88% | 77.86%-62.0pp | 59.47%-43.6pp | 217.08%-201.2pp |
| Employer contribution / active EE | $3,583 | $5,069-29.3% | $4,333-17.3% | $4,299-16.7% |
| Participant deferral / active EE | $8,390 | $6,956+20.6% | $6,158+36.2% | $6,507+28.9% |
| Admin fee / account holder | $5,222 | $17,272-69.8% | $14,255-63.4% | $12,624-58.6% |