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 | $67,200 | $183,519-63.4% | $155,509-56.8% | $145,922-53.9% |
| Participation rate | 81.0% | 82.7%-1.7pp | 78.2%+2.8pp | 80.3%+0.7pp |
| Annual return | 14.00% | 61.17%-47.2pp | 64.67%-50.7pp | 561.29%-547.3pp |
| Employer contribution / active EE | $2,209 | $5,313-58.4% | $4,672-52.7% | $4,660-52.6% |
| Participant deferral / active EE | $6,272 | $6,462-2.9% | $5,626+11.5% | $6,688-6.2% |
| Admin fee / account holder | $621 | $19,313-96.8% | $15,912-96.1% | $13,397-95.4% |