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 | $39,116 | $157,256-75.1% | $141,162-72.3% | $152,861-74.4% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 28.95% | 64.32%-35.4pp | 71.39%-42.4pp | 345.32%-316.4pp |
| Employer contribution / active EE | $5,264 | $5,261+0.1% | $4,735+11.2% | $4,762+10.5% |
| Participant deferral / active EE | $7,709 | $7,109+8.4% | $6,709+14.9% | $5,850+31.8% |
| Admin fee / account holder | $5,560 | $12,120-54.1% | $10,261-45.8% | $11,596-52.1% |