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 8-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 | $50,457 | $94,338-46.5% | $100,534-49.8% | $142,382-64.6% |
| Participation rate | 90.0% | 81.7%+8.3pp | 80.6%+9.4pp | 80.1%+9.9pp |
| Annual return | 12.62% | 29.20%-16.6pp | 32.66%-20.0pp | 217.08%-204.5pp |
| Employer contribution / active EE | $3,193 | $4,237-24.6% | $4,346-26.5% | $4,299-25.7% |
| Participant deferral / active EE | $3,700 | $5,934-37.7% | $6,144-39.8% | $6,507-43.1% |
| Admin fee / account holder | $7,622 | $8,421-9.5% | $7,654-0.4% | $12,624-39.6% |