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 | $126,087 | $159,602-21.0% | $150,045-16.0% | $142,382-11.4% |
| Participation rate | 76.5% | 84.0%-7.5pp | 82.3%-5.9pp | 80.1%-3.6pp |
| Annual return | 20.03% | 70.24%-50.2pp | 62.55%-42.5pp | 217.08%-197.0pp |
| Employer contribution / active EE | $4,971 | $4,961+0.2% | $4,693+5.9% | $4,299+15.6% |
| Participant deferral / active EE | $10,818 | $8,310+30.2% | $7,997+35.3% | $6,507+66.2% |
| Admin fee / account holder | $1,347 | $14,846-90.9% | $13,435-90.0% | $12,624-89.3% |