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 | $37,047 | $172,111-78.5% | $150,298-75.4% | $137,256-73.0% |
| Participation rate | 78.9% | 81.7%-2.8pp | 77.8%+1.2pp | 80.0%-1.0pp |
| Annual return | 20.77% | 69.37%-48.6pp | 62.79%-42.0pp | 220.34%-199.6pp |
| Employer contribution / active EE | $2,414 | $4,636-47.9% | $4,154-41.9% | $4,156-41.9% |
| Participant deferral / active EE | $5,931 | $6,166-3.8% | $5,453+8.8% | $6,407-7.4% |
| Admin fee / account holder | $2,620 | $16,471-84.1% | $14,116-81.4% | $12,270-78.6% |