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 | $56,895 | $177,572-68.0% | $154,803-63.2% | $142,382-60.0% |
| Participation rate | 73.7% | 82.1%-8.4pp | 78.1%-4.4pp | 80.1%-6.4pp |
| Annual return | 23.12% | 65.07%-41.9pp | 58.88%-35.8pp | 217.08%-194.0pp |
| Employer contribution / active EE | $3,380 | $4,810-29.7% | $4,305-21.5% | $4,299-21.4% |
| Participant deferral / active EE | $6,748 | $6,272+7.6% | $5,540+21.8% | $6,507+3.7% |
| Admin fee / account holder | $458 | $16,786-97.3% | $14,329-96.8% | $12,624-96.4% |