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 7-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 | $89,461 | $183,519-51.3% | $155,509-42.5% | $145,922-38.7% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 14.15% | 61.17%-47.0pp | 64.67%-50.5pp | 561.29%-547.1pp |
| Employer contribution / active EE | $2,786 | $5,313-47.6% | $4,672-40.4% | $4,660-40.2% |
| Participant deferral / active EE | $6,518 | $6,462+0.9% | $5,626+15.8% | $6,688-2.5% |
| Admin fee / account holder | $2,408 | $19,313-87.5% | $15,912-84.9% | $13,397-82.0% |