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 7-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 | $63,601 | $148,534-57.2% | $135,903-53.2% | $139,434-54.4% |
| Participation rate | 70.0% | 83.9%-13.9pp | 81.9%-11.9pp | 80.3%-10.3pp |
| Annual return | 24.04% | 79.19%-55.1pp | 68.23%-44.2pp | 372.94%-348.9pp |
| Employer contribution / active EE | $4,788 | $5,243-8.7% | $4,856-1.4% | $4,751+0.8% |
| Participant deferral / active EE | $10,172 | $8,100+25.6% | $7,758+31.1% | $6,710+51.6% |
| Admin fee / account holder | $8,304 | $12,400-33.0% | $10,762-22.8% | $11,403-27.2% |