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 9-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 | $62,056 | $177,572-65.1% | $154,803-59.9% | $142,382-56.4% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 20.01% | 65.07%-45.1pp | 58.88%-38.9pp | 217.08%-197.1pp |
| Employer contribution / active EE | $1,316 | $4,810-72.6% | $4,305-69.4% | $4,299-69.4% |
| Participant deferral / active EE | $6,816 | $6,272+8.7% | $5,540+23.0% | $6,507+4.7% |
| Admin fee / account holder | $1,733 | $16,786-89.7% | $14,329-87.9% | $12,624-86.3% |