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 9-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 | $105,975 | $226,064-53.1% | $182,532-41.9% | $152,861-30.7% |
| Participation rate | 77.8% | 82.5%-4.7pp | 78.0%-0.2pp | 82.4%-4.7pp |
| Annual return | 26.56% | 192.51%-165.9pp | 148.54%-122.0pp | 345.32%-318.8pp |
| Employer contribution / active EE | $1,396 | $4,978-72.0% | $4,076-65.7% | $4,762-70.7% |
| Participant deferral / active EE | $3,544 | $6,368-44.3% | $5,524-35.8% | $5,850-39.4% |
| Admin fee / account holder | $3,508 | $10,703-67.2% | $8,592-59.2% | $11,596-69.7% |