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 | $59,772 | $177,572-66.3% | $154,803-61.4% | $142,382-58.0% |
| Participation rate | 78.9% | 82.1%-3.1pp | 78.1%+0.9pp | 80.1%-1.2pp |
| Annual return | 34.04% | 65.07%-31.0pp | 58.88%-24.8pp | 217.08%-183.0pp |
| Employer contribution / active EE | $1,764 | $4,810-63.3% | $4,305-59.0% | $4,299-59.0% |
| Participant deferral / active EE | $7,012 | $6,272+11.8% | $5,540+26.6% | $6,507+7.8% |
| Admin fee / account holder | $393 | $16,786-97.7% | $14,329-97.3% | $12,624-96.9% |