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 | $55,085 | $109,413-49.7% | $156,263-64.7% | $84,808-35.0% |
| Participation rate | 90.5% | 72.7%+17.8pp | 78.9%+11.6pp | 68.3%+22.2pp |
| Annual return | 56.41% | 20.18%+36.2pp | 59.47%-3.1pp | 40.90%+15.5pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,642 | $4,590+22.9% | $6,158-8.4% | $4,212+34.0% |
| Admin fee / account holder | $1,816 | $9,357-80.6% | $14,255-87.3% | $7,344-75.3% |