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 | $61,632 | $159,602-61.4% | $150,045-58.9% | $142,382-56.7% |
| Participation rate | 84.2% | 84.0%+0.2pp | 82.3%+1.9pp | 80.1%+4.1pp |
| Annual return | 18.39% | 70.24%-51.8pp | 62.55%-44.2pp | 217.08%-198.7pp |
| Employer contribution / active EE | $2,784 | $4,961-43.9% | $4,693-40.7% | $4,299-35.2% |
| Participant deferral / active EE | $9,389 | $8,310+13.0% | $7,997+17.4% | $6,507+44.3% |
| Admin fee / account holder | $310 | $14,846-97.9% | $13,435-97.7% | $12,624-97.5% |