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 | $49,613 | $154,228-67.8% | $145,433-65.9% | $137,256-63.9% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.5pp | 80.0%+11.7pp |
| Annual return | 36.75% | 74.59%-37.8pp | 66.58%-29.8pp | 220.34%-183.6pp |
| Employer contribution / active EE | $4,115 | $4,804-14.3% | $4,554-9.6% | $4,156-1.0% |
| Participant deferral / active EE | $10,901 | $8,216+32.7% | $7,897+38.0% | $6,407+70.1% |
| Admin fee / account holder | $558 | $14,344-96.1% | $13,129-95.7% | $12,270-95.5% |