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 | $37,548 | $159,602-76.5% | $150,045-75.0% | $142,382-73.6% |
| Participation rate | 78.9% | 84.0%-5.0pp | 82.3%-3.4pp | 80.1%-1.2pp |
| Annual return | 16.91% | 70.24%-53.3pp | 62.55%-45.6pp | 217.08%-200.2pp |
| Employer contribution / active EE | $1,457 | $4,961-70.6% | $4,693-69.0% | $4,299-66.1% |
| Participant deferral / active EE | $3,131 | $8,310-62.3% | $7,997-60.8% | $6,507-51.9% |
| Admin fee / account holder | $920 | $14,846-93.8% | $13,435-93.2% | $12,624-92.7% |