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 9-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 | $95,897 | $185,822-48.4% | $169,993-43.6% | $139,434-31.2% |
| Participation rate | 81.8% | 87.8%-5.9pp | 87.0%-5.2pp | 80.3%+1.5pp |
| Annual return | 32.75% | 60.50%-27.8pp | 53.37%-20.6pp | 372.94%-340.2pp |
| Employer contribution / active EE | $3,200 | $7,590-57.8% | $6,785-52.8% | $4,751-32.6% |
| Participant deferral / active EE | $15,712 | $11,622+35.2% | $10,408+51.0% | $6,710+134.1% |
| Admin fee / account holder | $10,243 | $15,381-33.4% | $12,815-20.1% | $11,403-10.2% |