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 | $75,770 | $154,117-50.8% | $129,995-41.7% | $139,434-45.7% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.5%+10.4pp | 80.3%+8.6pp |
| Annual return | 15.57% | 32.48%-16.9pp | -137.18%+152.8pp | 372.94%-357.4pp |
| Employer contribution / active EE | $3,671 | $5,289-30.6% | $4,320-15.0% | $4,751-22.7% |
| Participant deferral / active EE | $7,480 | $6,710+11.5% | $5,820+28.5% | $6,710+11.5% |
| Admin fee / account holder | $1,082 | $14,007-92.3% | $10,614-89.8% | $11,403-90.5% |