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 | $69,654 | $179,726-61.2% | $156,263-55.4% | $142,382-51.1% |
| Participation rate | 90.5% | 82.1%+8.4pp | 78.9%+11.6pp | 80.1%+10.4pp |
| Annual return | 13.14% | 77.86%-64.7pp | 59.47%-46.3pp | 217.08%-203.9pp |
| Employer contribution / active EE | $3,044 | $5,069-40.0% | $4,333-29.8% | $4,299-29.2% |
| Participant deferral / active EE | $4,283 | $6,956-38.4% | $6,158-30.5% | $6,507-34.2% |
| Admin fee / account holder | $1,423 | $17,272-91.8% | $14,255-90.0% | $12,624-88.7% |