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 | $63,448 | $178,174-64.4% | $156,181-59.4% | $137,256-53.8% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.8%-3.8pp | 80.0%-5.0pp |
| Annual return | 16.12% | 84.19%-68.1pp | 64.87%-48.8pp | 220.34%-204.2pp |
| Employer contribution / active EE | $1,411 | $4,972-71.6% | $4,294-67.2% | $4,156-66.1% |
| Participant deferral / active EE | $5,358 | $6,888-22.2% | $6,132-12.6% | $6,407-16.4% |
| Admin fee / account holder | $2,150 | $17,404-87.6% | $14,586-85.3% | $12,270-82.5% |