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 | $79,372 | $209,411-62.1% | $178,490-55.5% | $158,922-50.1% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 15.60% | 188.75%-173.2pp | 151.07%-135.5pp | 302.83%-287.2pp |
| Employer contribution / active EE | $1,919 | $5,706-66.4% | $5,011-61.7% | $4,761-59.7% |
| Participant deferral / active EE | $2,604 | $5,954-56.3% | $5,202-49.9% | $5,982-56.5% |
| Admin fee / account holder | $42,528 | $17,074+149.1% | $13,984+204.1% | $11,246+278.2% |