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 | $53,296 | $148,534-64.1% | $135,903-60.8% | $139,434-61.8% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 15.29% | 79.19%-63.9pp | 68.23%-52.9pp | 372.94%-357.7pp |
| Employer contribution / active EE | $1,918 | $5,243-63.4% | $4,856-60.5% | $4,751-59.6% |
| Participant deferral / active EE | $4,339 | $8,100-46.4% | $7,758-44.1% | $6,710-35.3% |
| Admin fee / account holder | $829 | $12,400-93.3% | $10,762-92.3% | $11,403-92.7% |