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 10-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 | $67,373 | $178,174-62.2% | $156,181-56.9% | $137,256-50.9% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.8%+6.9pp | 80.0%+5.8pp |
| Annual return | 16.88% | 84.19%-67.3pp | 64.87%-48.0pp | 220.34%-203.5pp |
| Employer contribution / active EE | $3,442 | $4,972-30.8% | $4,294-19.8% | $4,156-17.2% |
| Participant deferral / active EE | $3,958 | $6,888-42.5% | $6,132-35.5% | $6,407-38.2% |
| Admin fee / account holder | $388 | $17,404-97.8% | $14,586-97.3% | $12,270-96.8% |