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 | $26,578 | $179,726-85.2% | $156,263-83.0% | $142,382-81.3% |
| Participation rate | 95.5% | 82.1%+13.4pp | 78.9%+16.5pp | 80.1%+15.3pp |
| Annual return | 14.18% | 77.86%-63.7pp | 59.47%-45.3pp | 217.08%-202.9pp |
| Employer contribution / active EE | $2,206 | $5,069-56.5% | $4,333-49.1% | $4,299-48.7% |
| Participant deferral / active EE | $5,646 | $6,956-18.8% | $6,158-8.3% | $6,507-13.2% |
| Admin fee / account holder | $6,166 | $17,272-64.3% | $14,255-56.7% | $12,624-51.2% |