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 | $94,131 | $115,770-18.7% | $101,248-7.0% | $158,922-40.8% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 48.23% | 56.14%-7.9pp | 46.47%+1.8pp | 302.83%-254.6pp |
| Employer contribution / active EE | $16,720 | $4,175+300.5% | $3,660+356.9% | $4,761+251.2% |
| Participant deferral / active EE | $18,413 | $4,957+271.4% | $4,370+321.3% | $5,982+207.8% |
| Admin fee / account holder | $771 | $7,245-89.4% | $5,945-87.0% | $11,246-93.1% |