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 6-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 | $77,520 | $238,490-67.5% | $180,183-57.0% | $142,382-45.6% |
| Participation rate | 70.0% | 82.3%-12.3pp | 77.4%-7.4pp | 80.1%-10.1pp |
| Annual return | 15.90% | 33.56%-17.7pp | 27.86%-12.0pp | 217.08%-201.2pp |
| Employer contribution / active EE | $2,215 | $6,143-63.9% | $5,039-56.0% | $4,299-48.5% |
| Participant deferral / active EE | $7,850 | $7,996-1.8% | $6,822+15.1% | $6,507+20.6% |
| Admin fee / account holder | $738 | $28,866-97.4% | $19,975-96.3% | $12,624-94.2% |