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 | $168,452 | $148,534+13.4% | $135,903+24.0% | $139,434+20.8% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 20.35% | 79.19%-58.8pp | 68.23%-47.9pp | 372.94%-352.6pp |
| Employer contribution / active EE | $3,224 | $5,243-38.5% | $4,856-33.6% | $4,751-32.1% |
| Participant deferral / active EE | $4,233 | $8,100-47.7% | $7,758-45.4% | $6,710-36.9% |
| Admin fee / account holder | $662 | $12,400-94.7% | $10,762-93.8% | $11,403-94.2% |