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 | $114,860 | $179,726-36.1% | $156,263-26.5% | $142,382-19.3% |
| Participation rate | 85.7% | 82.1%+3.6pp | 78.9%+6.8pp | 80.1%+5.6pp |
| Annual return | 19.97% | 77.86%-57.9pp | 59.47%-39.5pp | 217.08%-197.1pp |
| Employer contribution / active EE | $1,894 | $5,069-62.6% | $4,333-56.3% | $4,299-55.9% |
| Participant deferral / active EE | $10,617 | $6,956+52.6% | $6,158+72.4% | $6,507+63.2% |
| Admin fee / account holder | $1,730 | $17,272-90.0% | $14,255-87.9% | $12,624-86.3% |