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 | $75,184 | $114,381-34.3% | $107,525-30.1% | $142,382-47.2% |
| Participation rate | 73.9% | 78.1%-4.2pp | 75.1%-1.2pp | 80.1%-6.2pp |
| Annual return | 16.09% | 242.71%-226.6pp | 181.32%-165.2pp | 217.08%-201.0pp |
| Employer contribution / active EE | $2,843 | $4,015-29.2% | $3,754-24.3% | $4,299-33.9% |
| Participant deferral / active EE | $6,045 | $5,564+8.6% | $5,116+18.2% | $6,507-7.1% |
| Admin fee / account holder | $714 | $9,860-92.8% | $8,919-92.0% | $12,624-94.3% |