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 | $178,174-60.9% | $156,181-55.4% | $137,256-49.3% |
| Participation rate | 90.5% | 82.0%+8.4pp | 78.8%+11.6pp | 80.0%+10.5pp |
| Annual return | 13.14% | 84.19%-71.1pp | 64.87%-51.7pp | 220.34%-207.2pp |
| Employer contribution / active EE | $3,044 | $4,972-38.8% | $4,294-29.1% | $4,156-26.8% |
| Participant deferral / active EE | $4,283 | $6,888-37.8% | $6,132-30.2% | $6,407-33.2% |
| Admin fee / account holder | $1,423 | $17,404-91.8% | $14,586-90.2% | $12,270-88.4% |