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 | $67,295 | $109,881-38.8% | $150,045-55.2% | $84,808-20.6% |
| Participation rate | 96.7% | 76.1%+20.6pp | 82.3%+14.4pp | 68.3%+28.4pp |
| Annual return | 44.60% | 28.25%+16.4pp | 62.55%-17.9pp | 40.90%+3.7pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $15,222 | $6,636+129.4% | $7,997+90.3% | $4,212+261.4% |
| Admin fee / account holder | $2,333 | $8,568-72.8% | $13,435-82.6% | $7,344-68.2% |