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 | $155,956 | $176,056-11.4% | $159,436-2.2% | $167,490-6.9% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 18.64% | 331.75%-313.1pp | 263.57%-244.9pp | 478.56%-459.9pp |
| Employer contribution / active EE | $1,491 | $5,297-71.9% | $4,829-69.1% | $4,837-69.2% |
| Participant deferral / active EE | $5,824 | $7,750-24.9% | $7,352-20.8% | $6,341-8.2% |
| Admin fee / account holder | $3,200 | $12,554-74.5% | $10,799-70.4% | $12,309-74.0% |