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 | $67,493 | $114,381-41.0% | $107,525-37.2% | $142,382-52.6% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 30.11% | 242.71%-212.6pp | 181.32%-151.2pp | 217.08%-187.0pp |
| Employer contribution / active EE | $3,273 | $4,015-18.5% | $3,754-12.8% | $4,299-23.9% |
| Participant deferral / active EE | $5,801 | $5,564+4.2% | $5,116+13.4% | $6,507-10.9% |
| Admin fee / account holder | $3,328 | $9,860-66.3% | $8,919-62.7% | $12,624-73.6% |