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 | $72,179 | $185,822-61.2% | $169,993-57.5% | $139,434-48.2% |
| Participation rate | 88.9% | 87.8%+1.1pp | 87.0%+1.9pp | 80.3%+8.6pp |
| Annual return | 13.05% | 60.50%-47.4pp | 53.37%-40.3pp | 372.94%-359.9pp |
| Employer contribution / active EE | $2,575 | $7,590-66.1% | $6,785-62.1% | $4,751-45.8% |
| Participant deferral / active EE | $9,840 | $11,622-15.3% | $10,408-5.5% | $6,710+46.6% |
| Admin fee / account holder | $1,068 | $15,381-93.1% | $12,815-91.7% | $11,403-90.6% |