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 | $59,771 | $109,982-45.7% | $97,226-38.5% | $145,922-59.0% |
| Participation rate | 75.0% | 75.9%-0.9pp | 72.7%+2.3pp | 80.3%-5.3pp |
| Annual return | 8.57% | 242.90%-234.3pp | 75.13%-66.6pp | 561.29%-552.7pp |
| Employer contribution / active EE | $1,962 | $3,084-36.4% | $2,729-28.1% | $4,660-57.9% |
| Participant deferral / active EE | $5,389 | $4,676+15.3% | $4,264+26.4% | $6,688-19.4% |
| Admin fee / account holder | $4,435 | $6,221-28.7% | $5,654-21.6% | $13,397-66.9% |