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 | $96,011 | $159,602-39.8% | $150,045-36.0% | $142,382-32.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 15.90% | 70.24%-54.3pp | 62.55%-46.6pp | 217.08%-201.2pp |
| Employer contribution / active EE | $2,676 | $4,961-46.1% | $4,693-43.0% | $4,299-37.8% |
| Participant deferral / active EE | $9,045 | $8,310+8.8% | $7,997+13.1% | $6,507+39.0% |
| Admin fee / account holder | $18,649 | $14,846+25.6% | $13,435+38.8% | $12,624+47.7% |