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 | $45,378 | $166,020-72.7% | $164,866-72.5% | $145,959-68.9% |
| Participation rate | 95.2% | 82.0%+13.2pp | 78.6%+16.6pp | 80.3%+15.0pp |
| Annual return | 21.40% | 100.08%-78.7pp | 69.97%-48.6pp | 561.95%-540.5pp |
| Employer contribution / active EE | $1,828 | $5,275-65.3% | $4,343-57.9% | $4,661-60.8% |
| Participant deferral / active EE | $4,739 | $6,961-31.9% | $6,033-21.5% | $6,689-29.2% |
| Admin fee / account holder | $1,087 | $16,644-93.5% | $12,689-91.4% | $13,398-91.9% |