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 | $74,630 | $159,602-53.2% | $150,045-50.3% | $142,382-47.6% |
| Participation rate | 78.3% | 84.0%-5.7pp | 82.3%-4.1pp | 80.1%-1.9pp |
| Annual return | 17.04% | 70.24%-53.2pp | 62.55%-45.5pp | 217.08%-200.0pp |
| Employer contribution / active EE | $3,563 | $4,961-28.2% | $4,693-24.1% | $4,299-17.1% |
| Participant deferral / active EE | $7,956 | $8,310-4.3% | $7,997-0.5% | $6,507+22.3% |
| Admin fee / account holder | $11,251 | $14,846-24.2% | $13,435-16.3% | $12,624-10.9% |