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 | $26,451 | $159,602-83.4% | $150,045-82.4% | $142,382-81.4% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 16.22% | 70.24%-54.0pp | 62.55%-46.3pp | 217.08%-200.9pp |
| Employer contribution / active EE | $1,203 | $4,961-75.8% | $4,693-74.4% | $4,299-72.0% |
| Participant deferral / active EE | $4,453 | $8,310-46.4% | $7,997-44.3% | $6,507-31.6% |
| Admin fee / account holder | $1,186 | $14,846-92.0% | $13,435-91.2% | $12,624-90.6% |