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 | $68,200 | $159,602-57.3% | $150,045-54.5% | $142,382-52.1% |
| Participation rate | 76.2% | 84.0%-7.8pp | 82.3%-6.1pp | 80.1%-3.9pp |
| Annual return | 17.46% | 70.24%-52.8pp | 62.55%-45.1pp | 217.08%-199.6pp |
| Employer contribution / active EE | $2,273 | $4,961-54.2% | $4,693-51.6% | $4,299-47.1% |
| Participant deferral / active EE | $8,234 | $8,310-0.9% | $7,997+3.0% | $6,507+26.5% |
| Admin fee / account holder | $931 | $14,846-93.7% | $13,435-93.1% | $12,624-92.6% |