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 | $69,191 | $148,534-53.4% | $135,903-49.1% | $139,434-50.4% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 21.40% | 79.19%-57.8pp | 68.23%-46.8pp | 372.94%-351.5pp |
| Employer contribution / active EE | $3,784 | $5,243-27.8% | $4,856-22.1% | $4,751-20.4% |
| Participant deferral / active EE | $9,180 | $8,100+13.3% | $7,758+18.3% | $6,710+36.8% |
| Admin fee / account holder | $484 | $12,400-96.1% | $10,762-95.5% | $11,403-95.8% |