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 | $43,182 | $111,814-61.4% | $103,374-58.2% | $145,959-70.4% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 40.66% | 24.77%+15.9pp | 24.89%+15.8pp | 561.95%-521.3pp |
| Employer contribution / active EE | $2,908 | $4,214-31.0% | $3,869-24.8% | $4,661-37.6% |
| Participant deferral / active EE | $4,354 | $5,618-22.5% | $5,058-13.9% | $6,689-34.9% |
| Admin fee / account holder | $3,369 | $9,754-65.5% | $8,394-59.9% | $13,398-74.9% |