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 | $77,709 | $112,096-30.7% | $95,952-19.0% | $158,922-51.1% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 19.36% | 171.09%-151.7pp | 91.61%-72.3pp | 302.83%-283.5pp |
| Employer contribution / active EE | $2,917 | $3,198-8.8% | $2,541+14.8% | $4,761-38.7% |
| Participant deferral / active EE | $4,307 | $4,784-10.0% | $4,167+3.4% | $5,982-28.0% |
| Admin fee / account holder | $2,503 | $10,130-75.3% | $6,795-63.2% | $11,246-77.7% |