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 6-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 | $66,810 | $97,125-31.2% | $86,233-22.5% | $137,256-51.3% |
| Participation rate | 82.4% | 74.2%+8.2pp | 69.0%+13.3pp | 80.0%+2.4pp |
| Annual return | 16.82% | 74.19%-57.4pp | 61.39%-44.6pp | 220.34%-203.5pp |
| Employer contribution / active EE | $2,067 | $2,841-27.2% | $2,504-17.5% | $4,156-50.3% |
| Participant deferral / active EE | $2,614 | $5,180-49.5% | $4,559-42.7% | $6,407-59.2% |
| Admin fee / account holder | $4,776 | $9,725-50.9% | $8,342-42.7% | $12,270-61.1% |