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 | $63,588 | $176,056-63.9% | $159,436-60.1% | $167,490-62.0% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 11.88% | 331.75%-319.9pp | 263.57%-251.7pp | 478.56%-466.7pp |
| Employer contribution / active EE | $3,685 | $5,297-30.4% | $4,829-23.7% | $4,837-23.8% |
| Participant deferral / active EE | $8,350 | $7,750+7.7% | $7,352+13.6% | $6,341+31.7% |
| Admin fee / account holder | $11,264 | $12,554-10.3% | $10,799+4.3% | $12,309-8.5% |