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 | $70,351 | $91,552-23.2% | $133,956-47.5% | $79,858-11.9% |
| Participation rate | 85.4% | 73.3%+12.0pp | 79.8%+5.5pp | 69.6%+15.7pp |
| Annual return | 23.38% | 61.85%-38.5pp | 45.09%-21.7pp | 31.71%-8.3pp |
| Employer contribution / active EE | $1,348 | $2,384-43.4% | $3,919-65.6% | $2,471-45.4% |
| Participant deferral / active EE | $7,989 | $3,733+114.0% | $5,048+58.3% | $3,740+113.6% |
| Admin fee / account holder | $5,980 | $6,321-5.4% | $8,927-33.0% | $5,306+12.7% |