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 | $96,373 | $177,572-45.7% | $154,803-37.7% | $142,382-32.3% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 17.25% | 65.07%-47.8pp | 58.88%-41.6pp | 217.08%-199.8pp |
| Employer contribution / active EE | $2,098 | $4,810-56.4% | $4,305-51.3% | $4,299-51.2% |
| Participant deferral / active EE | $3,975 | $6,272-36.6% | $5,540-28.3% | $6,507-38.9% |
| Admin fee / account holder | $337 | $16,786-98.0% | $14,329-97.6% | $12,624-97.3% |