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 | $114,048 | $148,534-23.2% | $135,903-16.1% | $139,434-18.2% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 17.96% | 79.19%-61.2pp | 68.23%-50.3pp | 372.94%-355.0pp |
| Employer contribution / active EE | $1,165 | $5,243-77.8% | $4,856-76.0% | $4,751-75.5% |
| Participant deferral / active EE | $12,733 | $8,100+57.2% | $7,758+64.1% | $6,710+89.8% |
| Admin fee / account holder | $548 | $12,400-95.6% | $10,762-94.9% | $11,403-95.2% |