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 | $102,223 | $209,336-51.2% | $197,124-48.1% | $137,256-25.5% |
| Participation rate | 80.0% | 87.3%-7.3pp | 86.7%-6.7pp | 80.0%0pp |
| Annual return | 18.12% | 48.09%-30.0pp | 44.34%-26.2pp | 220.34%-202.2pp |
| Employer contribution / active EE | $4,957 | $6,591-24.8% | $6,227-20.4% | $4,156+19.3% |
| Participant deferral / active EE | $8,851 | $9,614-7.9% | $9,135-3.1% | $6,407+38.2% |
| Admin fee / account holder | $2,527 | $17,308-85.4% | $16,298-84.5% | $12,270-79.4% |