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 | $40,494 | $159,602-74.6% | $150,045-73.0% | $142,382-71.6% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 14.79% | 70.24%-55.4pp | 62.55%-47.8pp | 217.08%-202.3pp |
| Employer contribution / active EE | $2,085 | $4,961-58.0% | $4,693-55.6% | $4,299-51.5% |
| Participant deferral / active EE | $3,228 | $8,310-61.2% | $7,997-59.6% | $6,507-50.4% |
| Admin fee / account holder | $455 | $14,846-96.9% | $13,435-96.6% | $12,624-96.4% |