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 8-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 | $38,537 | $179,726-78.6% | $156,263-75.3% | $142,382-72.9% |
| Participation rate | 72.7% | 82.1%-9.3pp | 78.9%-6.2pp | 80.1%-7.4pp |
| Annual return | 21.29% | 77.86%-56.6pp | 59.47%-38.2pp | 217.08%-195.8pp |
| Employer contribution / active EE | $2,055 | $5,069-59.5% | $4,333-52.6% | $4,299-52.2% |
| Participant deferral / active EE | $5,746 | $6,956-17.4% | $6,158-6.7% | $6,507-11.7% |
| Admin fee / account holder | $429 | $17,272-97.5% | $14,255-97.0% | $12,624-96.6% |