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 | $51,121 | $177,572-71.2% | $154,803-67.0% | $142,382-64.1% |
| Participation rate | 89.5% | 82.1%+7.4pp | 78.1%+11.4pp | 80.1%+9.4pp |
| Annual return | 19.10% | 65.07%-46.0pp | 58.88%-39.8pp | 217.08%-198.0pp |
| Employer contribution / active EE | $2,265 | $4,810-52.9% | $4,305-47.4% | $4,299-47.3% |
| Participant deferral / active EE | $4,803 | $6,272-23.4% | $5,540-13.3% | $6,507-26.2% |
| Admin fee / account holder | $1,293 | $16,786-92.3% | $14,329-91.0% | $12,624-89.8% |