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 9-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 | $68,798 | $154,228-55.4% | $145,433-52.7% | $137,256-49.9% |
| Participation rate | 81.8% | 83.8%-2.0pp | 82.1%-0.3pp | 80.0%+1.9pp |
| Annual return | 15.93% | 74.59%-58.7pp | 66.58%-50.6pp | 220.34%-204.4pp |
| Employer contribution / active EE | $2,509 | $4,804-47.8% | $4,554-44.9% | $4,156-39.6% |
| Participant deferral / active EE | $11,593 | $8,216+41.1% | $7,897+46.8% | $6,407+80.9% |
| Admin fee / account holder | $899 | $14,344-93.7% | $13,129-93.2% | $12,270-92.7% |