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 6-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 | $64,812 | $179,726-63.9% | $156,263-58.5% | $142,382-54.5% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.9%+1.1pp | 80.1%-0.1pp |
| Annual return | 17.33% | 77.86%-60.5pp | 59.47%-42.1pp | 217.08%-199.8pp |
| Employer contribution / active EE | $2,823 | $5,069-44.3% | $4,333-34.8% | $4,299-34.3% |
| Participant deferral / active EE | $5,155 | $6,956-25.9% | $6,158-16.3% | $6,507-20.8% |
| Admin fee / account holder | $2,000 | $17,272-88.4% | $14,255-86.0% | $12,624-84.2% |