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 | $65,523 | $185,822-64.7% | $169,993-61.5% | $139,434-53.0% |
| Participation rate | 81.3% | 87.8%-6.5pp | 87.0%-5.7pp | 80.3%+0.9pp |
| Annual return | 16.98% | 60.50%-43.5pp | 53.37%-36.4pp | 372.94%-356.0pp |
| Employer contribution / active EE | $1,829 | $7,590-75.9% | $6,785-73.0% | $4,751-61.5% |
| Participant deferral / active EE | $4,969 | $11,622-57.2% | $10,408-52.3% | $6,710-26.0% |
| Admin fee / account holder | $304 | $15,381-98.0% | $12,815-97.6% | $11,403-97.3% |