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 6-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 | $55,211 | $159,602-65.4% | $150,045-63.2% | $142,382-61.2% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.3%-12.3pp | 80.1%-10.1pp |
| Annual return | 24.61% | 70.24%-45.6pp | 62.55%-37.9pp | 217.08%-192.5pp |
| Employer contribution / active EE | $2,379 | $4,961-52.0% | $4,693-49.3% | $4,299-44.7% |
| Participant deferral / active EE | $5,732 | $8,310-31.0% | $7,997-28.3% | $6,507-11.9% |
| Admin fee / account holder | $663 | $14,846-95.5% | $13,435-95.1% | $12,624-94.8% |