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 | $37,347 | $124,281-69.9% | $109,143-65.8% | $167,490-77.7% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.9%+4.1pp | 82.1%-2.1pp |
| Annual return | 19.11% | 26.04%-6.9pp | 25.75%-6.6pp | 478.56%-459.4pp |
| Employer contribution / active EE | $2,881 | $4,207-31.5% | $3,722-22.6% | $4,837-40.4% |
| Participant deferral / active EE | $5,117 | $5,255-2.6% | $4,653+10.0% | $6,341-19.3% |
| Admin fee / account holder | $3,541 | $7,970-55.6% | $6,752-47.6% | $12,309-71.2% |