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 | $45,294 | $105,931-57.2% | $81,930-44.7% | $158,922-71.5% |
| Participation rate | 87.5% | 75.6%+11.9pp | 72.0%+15.5pp | 82.0%+5.5pp |
| Annual return | 29.34% | 38.17%-8.8pp | 29.49%-0.2pp | 302.83%-273.5pp |
| Employer contribution / active EE | $853 | $7,800-89.1% | $4,310-80.2% | $4,761-82.1% |
| Participant deferral / active EE | $5,967 | $13,003-54.1% | $7,107-16.0% | $5,982-0.2% |
| Admin fee / account holder | $478 | $8,489-94.4% | $5,158-90.7% | $11,246-95.7% |