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 | $46,055 | $178,174-74.2% | $156,181-70.5% | $137,256-66.4% |
| Participation rate | 70.0% | 82.0%-12.0pp | 78.8%-8.8pp | 80.0%-10.0pp |
| Annual return | 19.39% | 84.19%-64.8pp | 64.87%-45.5pp | 220.34%-200.9pp |
| Employer contribution / active EE | $1,590 | $4,972-68.0% | $4,294-63.0% | $4,156-61.7% |
| Participant deferral / active EE | $6,330 | $6,888-8.1% | $6,132+3.2% | $6,407-1.2% |
| Admin fee / account holder | $547 | $17,404-96.9% | $14,586-96.3% | $12,270-95.5% |