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 | $53,705 | $214,378-74.9% | $200,582-73.2% | $142,382-62.3% |
| Participation rate | 82.6% | 87.4%-4.8pp | 86.9%-4.3pp | 80.1%+2.5pp |
| Annual return | 27.50% | 46.41%-18.9pp | 42.33%-14.8pp | 217.08%-189.6pp |
| Employer contribution / active EE | $3,726 | $6,841-45.5% | $6,419-42.0% | $4,299-13.3% |
| Participant deferral / active EE | $6,810 | $9,865-31.0% | $9,331-27.0% | $6,507+4.7% |
| Admin fee / account holder | $26,767 | $17,692+51.3% | $16,305+64.2% | $12,624+112.0% |