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 | $47,842 | $148,534-67.8% | $135,903-64.8% | $139,434-65.7% |
| Participation rate | 95.2% | 83.9%+11.4pp | 81.9%+13.3pp | 80.3%+14.9pp |
| Annual return | 14.25% | 79.19%-64.9pp | 68.23%-54.0pp | 372.94%-358.7pp |
| Employer contribution / active EE | $3,664 | $5,243-30.1% | $4,856-24.6% | $4,751-22.9% |
| Participant deferral / active EE | $4,673 | $8,100-42.3% | $7,758-39.8% | $6,710-30.4% |
| Admin fee / account holder | $2,672 | $12,400-78.5% | $10,762-75.2% | $11,403-76.6% |