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 | $76,256 | $157,256-51.5% | $141,162-46.0% | $152,861-50.1% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 27.17% | 64.32%-37.1pp | 71.39%-44.2pp | 345.32%-318.1pp |
| Employer contribution / active EE | $5,422 | $5,261+3.1% | $4,735+14.5% | $4,762+13.9% |
| Participant deferral / active EE | $15,589 | $7,109+119.3% | $6,709+132.4% | $5,850+166.5% |
| Admin fee / account holder | $1,243 | $12,120-89.7% | $10,261-87.9% | $11,596-89.3% |