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 | $72,975 | $210,408-65.3% | $153,485-52.5% | $145,922-50.0% |
| Participation rate | 83.3% | 82.1%+1.2pp | 77.1%+6.3pp | 80.3%+3.1pp |
| Annual return | 13.32% | 13.37%-0.1pp | 15.65%-2.3pp | 561.29%-548.0pp |
| Employer contribution / active EE | $2,854 | $6,048-52.8% | $5,039-43.4% | $4,660-38.7% |
| Participant deferral / active EE | $15,641 | $7,975+96.1% | $6,757+131.5% | $6,688+133.9% |
| Admin fee / account holder | $703 | $19,419-96.4% | $12,724-94.5% | $13,397-94.8% |