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 | $34,487 | $197,591-82.5% | $177,821-80.6% | $158,922-78.3% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 9.69% | 58.76%-49.1pp | 48.32%-38.6pp | 302.83%-293.1pp |
| Employer contribution / active EE | $2,645 | $6,697-60.5% | $5,918-55.3% | $4,761-44.4% |
| Participant deferral / active EE | $5,409 | $8,405-35.6% | $7,714-29.9% | $5,982-9.6% |
| Admin fee / account holder | $7,353 | $15,399-52.3% | $12,427-40.8% | $11,246-34.6% |