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 | $68,378 | $148,534-54.0% | $135,903-49.7% | $139,434-51.0% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 19.40% | 79.19%-59.8pp | 68.23%-48.8pp | 372.94%-353.5pp |
| Employer contribution / active EE | $1,899 | $5,243-63.8% | $4,856-60.9% | $4,751-60.0% |
| Participant deferral / active EE | $7,918 | $8,100-2.3% | $7,758+2.1% | $6,710+18.0% |
| Admin fee / account holder | $7,777 | $12,400-37.3% | $10,762-27.7% | $11,403-31.8% |