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 | $114,312 | $177,572-35.6% | $154,803-26.2% | $142,382-19.7% |
| Participation rate | 76.9% | 82.1%-5.1pp | 78.1%-1.1pp | 80.1%-3.2pp |
| Annual return | 15.67% | 65.07%-49.4pp | 58.88%-43.2pp | 217.08%-201.4pp |
| Employer contribution / active EE | $2,271 | $4,810-52.8% | $4,305-47.3% | $4,299-47.2% |
| Participant deferral / active EE | $4,797 | $6,272-23.5% | $5,540-13.4% | $6,507-26.3% |
| Admin fee / account holder | $5,797 | $16,786-65.5% | $14,329-59.5% | $12,624-54.1% |