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 | $39,957 | $88,672-54.9% | $105,223-62.0% | $82,448-51.5% |
| Participation rate | 93.1% | 67.9%+25.2pp | 75.0%+18.1pp | 68.1%+25.0pp |
| Annual return | 16.83% | 30.86%-14.0pp | 180.65%-163.8pp | 41.64%-24.8pp |
| Employer contribution / active EE | $2,028 | $3,048-33.4% | $3,689-45.0% | $2,551-20.5% |
| Participant deferral / active EE | $4,148 | $4,036+2.8% | $5,072-18.2% | $4,139+0.2% |
| Admin fee / account holder | $419 | $7,146-94.1% | $8,859-95.3% | $7,234-94.2% |