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 | $45,716 | $124,281-63.2% | $109,143-58.1% | $167,490-72.7% |
| Participation rate | 76.5% | 79.4%-3.0pp | 75.9%+0.6pp | 82.1%-5.6pp |
| Annual return | 17.14% | 26.04%-8.9pp | 25.75%-8.6pp | 478.56%-461.4pp |
| Employer contribution / active EE | $3,373 | $4,207-19.8% | $3,722-9.4% | $4,837-30.3% |
| Participant deferral / active EE | $8,567 | $5,255+63.0% | $4,653+84.1% | $6,341+35.1% |
| Admin fee / account holder | $503 | $7,970-93.7% | $6,752-92.5% | $12,309-95.9% |