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 | $56,005 | $154,228-63.7% | $145,433-61.5% | $137,256-59.2% |
| Participation rate | 89.5% | 83.8%+5.7pp | 82.1%+7.4pp | 80.0%+9.5pp |
| Annual return | 20.01% | 74.59%-54.6pp | 66.58%-46.6pp | 220.34%-200.3pp |
| Employer contribution / active EE | $1,150 | $4,804-76.1% | $4,554-74.8% | $4,156-72.3% |
| Participant deferral / active EE | $6,527 | $8,216-20.6% | $7,897-17.3% | $6,407+1.9% |
| Admin fee / account holder | $507 | $14,344-96.5% | $13,129-96.1% | $12,270-95.9% |