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 | $54,135 | $126,574-57.2% | $106,213-49.0% | $145,922-62.9% |
| Participation rate | 72.7% | 77.6%-4.9pp | 75.3%-2.6pp | 80.3%-7.5pp |
| Annual return | 10.62% | 224.79%-214.2pp | 116.14%-105.5pp | 561.29%-550.7pp |
| Employer contribution / active EE | $2,139 | $3,730-42.6% | $3,171-32.5% | $4,660-54.1% |
| Participant deferral / active EE | $3,421 | $5,724-40.2% | $5,016-31.8% | $6,688-48.8% |
| Admin fee / account holder | $1,871 | $17,304-89.2% | $11,033-83.0% | $13,397-86.0% |