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 | $49,895 | $177,572-71.9% | $154,803-67.8% | $142,382-65.0% |
| Participation rate | 90.9% | 82.1%+8.9pp | 78.1%+12.8pp | 80.1%+10.8pp |
| Annual return | 13.93% | 65.07%-51.1pp | 58.88%-45.0pp | 217.08%-203.1pp |
| Employer contribution / active EE | $2,210 | $4,810-54.1% | $4,305-48.7% | $4,299-48.6% |
| Participant deferral / active EE | $4,752 | $6,272-24.2% | $5,540-14.2% | $6,507-27.0% |
| Admin fee / account holder | $855 | $16,786-94.9% | $14,329-94.0% | $12,624-93.2% |