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 6-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 | $61,519 | $154,228-60.1% | $145,433-57.7% | $137,256-55.2% |
| Participation rate | 93.8% | 83.8%+10.0pp | 82.1%+11.6pp | 80.0%+13.8pp |
| Annual return | 17.43% | 74.59%-57.2pp | 66.58%-49.1pp | 220.34%-202.9pp |
| Employer contribution / active EE | $4,167 | $4,804-13.3% | $4,554-8.5% | $4,156+0.3% |
| Participant deferral / active EE | $10,751 | $8,216+30.9% | $7,897+36.1% | $6,407+67.8% |
| Admin fee / account holder | $1,176 | $14,344-91.8% | $13,129-91.0% | $12,270-90.4% |