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 | $69,224 | $159,602-56.6% | $150,045-53.9% | $142,382-51.4% |
| Participation rate | 72.7% | 84.0%-11.2pp | 82.3%-9.6pp | 80.1%-7.4pp |
| Annual return | 17.41% | 70.24%-52.8pp | 62.55%-45.1pp | 217.08%-199.7pp |
| Employer contribution / active EE | $3,448 | $4,961-30.5% | $4,693-26.5% | $4,299-19.8% |
| Participant deferral / active EE | $6,316 | $8,310-24.0% | $7,997-21.0% | $6,507-2.9% |
| Admin fee / account holder | $380 | $14,846-97.4% | $13,435-97.2% | $12,624-97.0% |