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 | $108,505 | $177,572-38.9% | $154,803-29.9% | $142,382-23.8% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 13.83% | 65.07%-51.2pp | 58.88%-45.1pp | 217.08%-203.2pp |
| Employer contribution / active EE | $1,707 | $4,810-64.5% | $4,305-60.4% | $4,299-60.3% |
| Participant deferral / active EE | $6,215 | $6,272-0.9% | $5,540+12.2% | $6,507-4.5% |
| Admin fee / account holder | $1,782 | $16,786-89.4% | $14,329-87.6% | $12,624-85.9% |