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 | $71,310 | $162,781-56.2% | $133,956-46.8% | $158,922-55.1% |
| Participation rate | 80.0% | 83.2%-3.2pp | 79.8%+0.2pp | 82.0%-2.0pp |
| Annual return | 18.05% | 41.94%-23.9pp | 45.09%-27.0pp | 302.83%-284.8pp |
| Employer contribution / active EE | $1,910 | $4,975-61.6% | $3,919-51.2% | $4,761-59.9% |
| Participant deferral / active EE | $5,601 | $5,911-5.3% | $5,048+11.0% | $5,982-6.4% |
| Admin fee / account holder | $733 | $11,736-93.8% | $8,927-91.8% | $11,246-93.5% |