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 | $45,280 | $114,381-60.4% | $107,525-57.9% | $142,382-68.2% |
| Participation rate | 86.7% | 78.1%+8.5pp | 75.1%+11.6pp | 80.1%+6.5pp |
| Annual return | 24.17% | 242.71%-218.5pp | 181.32%-157.2pp | 217.08%-192.9pp |
| Employer contribution / active EE | $2,008 | $4,015-50.0% | $3,754-46.5% | $4,299-53.3% |
| Participant deferral / active EE | $5,537 | $5,564-0.5% | $5,116+8.2% | $6,507-14.9% |
| Admin fee / account holder | $925 | $9,860-90.6% | $8,919-89.6% | $12,624-92.7% |