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 6-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 | $45,281 | $172,111-73.7% | $150,298-69.9% | $137,256-67.0% |
| Participation rate | 93.8% | 81.7%+12.0pp | 77.8%+16.0pp | 80.0%+13.8pp |
| Annual return | 20.14% | 69.37%-49.2pp | 62.79%-42.6pp | 220.34%-200.2pp |
| Employer contribution / active EE | $1,865 | $4,636-59.8% | $4,154-55.1% | $4,156-55.1% |
| Participant deferral / active EE | $4,563 | $6,166-26.0% | $5,453-16.3% | $6,407-28.8% |
| Admin fee / account holder | $1,691 | $16,471-89.7% | $14,116-88.0% | $12,270-86.2% |