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 | $87,671 | $210,343-58.3% | $153,432-42.9% | $145,959-39.9% |
| Participation rate | 70.0% | 82.1%-12.1pp | 77.1%-7.1pp | 80.3%-10.3pp |
| Annual return | 14.16% | 13.38%+0.8pp | 15.66%-1.5pp | 561.95%-547.8pp |
| Employer contribution / active EE | $1,656 | $6,047-72.6% | $5,038-67.1% | $4,661-64.5% |
| Participant deferral / active EE | $2,541 | $7,977-68.1% | $6,757-62.4% | $6,689-62.0% |
| Admin fee / account holder | $613 | $19,424-96.8% | $12,725-95.2% | $13,398-95.4% |