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 | $67,388 | $114,381-41.1% | $107,525-37.3% | $142,382-52.7% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.1%+12.4pp | 80.1%+7.4pp |
| Annual return | 16.91% | 242.71%-225.8pp | 181.32%-164.4pp | 217.08%-200.2pp |
| Employer contribution / active EE | $2,598 | $4,015-35.3% | $3,754-30.8% | $4,299-39.6% |
| Participant deferral / active EE | $6,091 | $5,564+9.5% | $5,116+19.1% | $6,507-6.4% |
| Admin fee / account holder | $5,661 | $9,860-42.6% | $8,919-36.5% | $12,624-55.2% |