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 | $20,688 | $148,534-86.1% | $135,903-84.8% | $139,434-85.2% |
| Participation rate | 86.4% | 83.9%+2.5pp | 81.9%+4.5pp | 80.3%+6.0pp |
| Annual return | 17.51% | 79.19%-61.7pp | 68.23%-50.7pp | 372.94%-355.4pp |
| Employer contribution / active EE | $1,860 | $5,243-64.5% | $4,856-61.7% | $4,751-60.9% |
| Participant deferral / active EE | $3,902 | $8,100-51.8% | $7,758-49.7% | $6,710-41.8% |
| Admin fee / account holder | $1,086 | $12,400-91.2% | $10,762-89.9% | $11,403-90.5% |