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 | $36,063 | $165,984-78.3% | $164,813-78.1% | $145,922-75.3% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 11.35% | 100.03%-88.7pp | 69.93%-58.6pp | 561.29%-549.9pp |
| Employer contribution / active EE | $2,588 | $5,273-50.9% | $4,341-40.4% | $4,660-44.5% |
| Participant deferral / active EE | $6,360 | $6,959-8.6% | $6,031+5.4% | $6,688-4.9% |
| Admin fee / account holder | $2,132 | $16,648-87.2% | $12,690-83.2% | $13,397-84.1% |