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 | $50,806 | $177,572-71.4% | $154,803-67.2% | $142,382-64.3% |
| Participation rate | 85.0% | 82.1%+2.9pp | 78.1%+6.9pp | 80.1%+4.9pp |
| Annual return | 18.87% | 65.07%-46.2pp | 58.88%-40.0pp | 217.08%-198.2pp |
| Employer contribution / active EE | $1,364 | $4,810-71.6% | $4,305-68.3% | $4,299-68.3% |
| Participant deferral / active EE | $3,685 | $6,272-41.2% | $5,540-33.5% | $6,507-43.4% |
| Admin fee / account holder | $1,103 | $16,786-93.4% | $14,329-92.3% | $12,624-91.3% |