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 | $35,438 | $179,726-80.3% | $156,263-77.3% | $142,382-75.1% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.9%+8.6pp | 80.1%+7.4pp |
| Annual return | 22.06% | 77.86%-55.8pp | 59.47%-37.4pp | 217.08%-195.0pp |
| Employer contribution / active EE | $4,267 | $5,069-15.8% | $4,333-1.5% | $4,299-0.7% |
| Participant deferral / active EE | $5,555 | $6,956-20.1% | $6,158-9.8% | $6,507-14.6% |
| Admin fee / account holder | $2,516 | $17,272-85.4% | $14,255-82.4% | $12,624-80.1% |