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 | $61,694 | $159,602-61.3% | $150,045-58.9% | $142,382-56.7% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.3%-0.5pp | 80.1%+1.7pp |
| Annual return | 19.50% | 70.24%-50.7pp | 62.55%-43.1pp | 217.08%-197.6pp |
| Employer contribution / active EE | $5,522 | $4,961+11.3% | $4,693+17.7% | $4,299+28.5% |
| Participant deferral / active EE | $8,803 | $8,310+5.9% | $7,997+10.1% | $6,507+35.3% |
| Admin fee / account holder | $11,709 | $14,846-21.1% | $13,435-12.8% | $12,624-7.2% |