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 8-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 | $46,429 | $172,111-73.0% | $150,298-69.1% | $137,256-66.2% |
| Participation rate | 94.1% | 81.7%+12.4pp | 77.8%+16.4pp | 80.0%+14.2pp |
| Annual return | 11.49% | 69.37%-57.9pp | 62.79%-51.3pp | 220.34%-208.9pp |
| Employer contribution / active EE | $2,048 | $4,636-55.8% | $4,154-50.7% | $4,156-50.7% |
| Participant deferral / active EE | $5,170 | $6,166-16.2% | $5,453-5.2% | $6,407-19.3% |
| Admin fee / account holder | $1,649 | $16,471-90.0% | $14,116-88.3% | $12,270-86.6% |