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 | $48,459 | $172,111-71.8% | $150,298-67.8% | $137,256-64.7% |
| Participation rate | 73.7% | 81.7%-8.0pp | 77.8%-4.1pp | 80.0%-6.3pp |
| Annual return | 14.96% | 69.37%-54.4pp | 62.79%-47.8pp | 220.34%-205.4pp |
| Employer contribution / active EE | $1,498 | $4,636-67.7% | $4,154-63.9% | $4,156-63.9% |
| Participant deferral / active EE | $3,402 | $6,166-44.8% | $5,453-37.6% | $6,407-46.9% |
| Admin fee / account holder | $4,374 | $16,471-73.4% | $14,116-69.0% | $12,270-64.4% |