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 9-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 | $52,968 | $159,602-66.8% | $150,045-64.7% | $142,382-62.8% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.3%+4.3pp | 80.1%+6.5pp |
| Annual return | 19.02% | 70.24%-51.2pp | 62.55%-43.5pp | 217.08%-198.1pp |
| Employer contribution / active EE | $3,524 | $4,961-29.0% | $4,693-24.9% | $4,299-18.0% |
| Participant deferral / active EE | $7,142 | $8,310-14.1% | $7,997-10.7% | $6,507+9.8% |
| Admin fee / account holder | $2,221 | $14,846-85.0% | $13,435-83.5% | $12,624-82.4% |