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 | $69,873 | $201,272-65.3% | $184,203-62.1% | $145,922-52.1% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 14.46% | 29.00%-14.5pp | 28.81%-14.3pp | 561.29%-546.8pp |
| Employer contribution / active EE | $4,340 | $7,022-38.2% | $6,427-32.5% | $4,660-6.9% |
| Participant deferral / active EE | $6,460 | $9,806-34.1% | $9,131-29.3% | $6,688-3.4% |
| Admin fee / account holder | $10,160 | $16,364-37.9% | $13,901-26.9% | $13,397-24.2% |