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 | $41,105 | $177,572-76.9% | $154,803-73.4% | $142,382-71.1% |
| Participation rate | 82.6% | 82.1%+0.6pp | 78.1%+4.5pp | 80.1%+2.5pp |
| Annual return | 30.55% | 65.07%-34.5pp | 58.88%-28.3pp | 217.08%-186.5pp |
| Employer contribution / active EE | $1,546 | $4,810-67.9% | $4,305-64.1% | $4,299-64.0% |
| Participant deferral / active EE | $2,283 | $6,272-63.6% | $5,540-58.8% | $6,507-64.9% |
| Admin fee / account holder | $2,092 | $16,786-87.5% | $14,329-85.4% | $12,624-83.4% |