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 | $63,922 | $114,381-44.1% | $107,525-40.6% | $142,382-55.1% |
| Participation rate | 91.7% | 78.1%+13.5pp | 75.1%+16.6pp | 80.1%+11.5pp |
| Annual return | 20.38% | 242.71%-222.3pp | 181.32%-160.9pp | 217.08%-196.7pp |
| Employer contribution / active EE | $2,769 | $4,015-31.0% | $3,754-26.2% | $4,299-35.6% |
| Participant deferral / active EE | $4,870 | $5,564-12.5% | $5,116-4.8% | $6,507-25.2% |
| Admin fee / account holder | $1,338 | $9,860-86.4% | $8,919-85.0% | $12,624-89.4% |