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 | $68,632 | $100,773-31.9% | $88,946-22.8% | $142,382-51.8% |
| Participation rate | 71.4% | 74.3%-2.9pp | 68.8%+2.6pp | 80.1%-8.7pp |
| Annual return | 15.07% | 70.18%-55.1pp | 57.82%-42.8pp | 217.08%-202.0pp |
| Employer contribution / active EE | $2,260 | $2,918-22.6% | $2,555-11.6% | $4,299-47.4% |
| Participant deferral / active EE | $6,754 | $5,230+29.1% | $4,581+47.4% | $6,507+3.8% |
| Admin fee / account holder | $1,690 | $9,693-82.6% | $8,261-79.5% | $12,624-86.6% |