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 | $60,832 | $106,515-42.9% | $96,683-37.1% | $139,434-56.4% |
| Participation rate | 71.4% | 77.8%-6.4pp | 74.3%-2.9pp | 80.3%-8.9pp |
| Annual return | 19.26% | 38.43%-19.2pp | 35.69%-16.4pp | 372.94%-353.7pp |
| Employer contribution / active EE | $1,596 | $4,103-61.1% | $3,737-57.3% | $4,751-66.4% |
| Participant deferral / active EE | $10,151 | $5,454+86.1% | $4,878+108.1% | $6,710+51.3% |
| Admin fee / account holder | $415 | $7,877-94.7% | $6,730-93.8% | $11,403-96.4% |