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 7-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 | $167,399 | $105,126+59.2% | $94,646+76.9% | $139,434+20.1% |
| Participation rate | 71.4% | 82.4%-10.9pp | 80.8%-9.4pp | 80.3%-8.9pp |
| Annual return | 21.17% | 38.03%-16.9pp | 156.71%-135.5pp | 372.94%-351.8pp |
| Employer contribution / active EE | $1,683 | $4,106-59.0% | $3,672-54.2% | $4,751-64.6% |
| Participant deferral / active EE | $5,587 | $7,599-26.5% | $7,418-24.7% | $6,710-16.7% |
| Admin fee / account holder | $5,240 | $8,984-41.7% | $7,231-27.5% | $11,403-54.0% |