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 | $33,574 | $179,726-81.3% | $156,263-78.5% | $142,382-76.4% |
| Participation rate | 85.0% | 82.1%+2.9pp | 78.9%+6.1pp | 80.1%+4.9pp |
| Annual return | 24.21% | 77.86%-53.6pp | 59.47%-35.3pp | 217.08%-192.9pp |
| Employer contribution / active EE | $6,416 | $5,069+26.6% | $4,333+48.1% | $4,299+49.2% |
| Participant deferral / active EE | $4,214 | $6,956-39.4% | $6,158-31.6% | $6,507-35.2% |
| Admin fee / account holder | $1,334 | $17,272-92.3% | $14,255-90.6% | $12,624-89.4% |