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 | $57,272 | $179,726-68.1% | $156,263-63.3% | $142,382-59.8% |
| Participation rate | 86.7% | 82.1%+4.6pp | 78.9%+7.8pp | 80.1%+6.5pp |
| Annual return | 18.05% | 77.86%-59.8pp | 59.47%-41.4pp | 217.08%-199.0pp |
| Employer contribution / active EE | $2,174 | $5,069-57.1% | $4,333-49.8% | $4,299-49.4% |
| Participant deferral / active EE | $4,890 | $6,956-29.7% | $6,158-20.6% | $6,507-24.8% |
| Admin fee / account holder | $1,021 | $17,272-94.1% | $14,255-92.8% | $12,624-91.9% |