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 | $75,795 | $183,519-58.7% | $155,509-51.3% | $145,922-48.1% |
| Participation rate | 71.4% | 82.7%-11.2pp | 78.2%-6.8pp | 80.3%-8.8pp |
| Annual return | 16.01% | 61.17%-45.2pp | 64.67%-48.7pp | 561.29%-545.3pp |
| Employer contribution / active EE | $1,806 | $5,313-66.0% | $4,672-61.3% | $4,660-61.2% |
| Participant deferral / active EE | $5,708 | $6,462-11.7% | $5,626+1.5% | $6,688-14.7% |
| Admin fee / account holder | $1,792 | $19,313-90.7% | $15,912-88.7% | $13,397-86.6% |