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 | $76,768 | $159,602-51.9% | $150,045-48.8% | $142,382-46.1% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 20.99% | 70.24%-49.2pp | 62.55%-41.6pp | 217.08%-196.1pp |
| Employer contribution / active EE | $3,480 | $4,961-29.8% | $4,693-25.8% | $4,299-19.1% |
| Participant deferral / active EE | $7,879 | $8,310-5.2% | $7,997-1.5% | $6,507+21.1% |
| Admin fee / account holder | $1,148 | $14,846-92.3% | $13,435-91.5% | $12,624-90.9% |