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 | $36,128 | $165,335-78.1% | $149,696-75.9% | $158,922-77.3% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.0pp | 82.0%-10.5pp |
| Annual return | 23.24% | 348.15%-324.9pp | 276.60%-253.4pp | 302.83%-279.6pp |
| Employer contribution / active EE | $1,414 | $5,103-72.3% | $4,644-69.6% | $4,761-70.3% |
| Participant deferral / active EE | $6,485 | $7,181-9.7% | $6,842-5.2% | $5,982+8.4% |
| Admin fee / account holder | $5,527 | $10,807-48.9% | $9,309-40.6% | $11,246-50.9% |