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 | $39,993 | $172,111-76.8% | $150,298-73.4% | $137,256-70.9% |
| Participation rate | 77.3% | 81.7%-4.4pp | 77.8%-0.5pp | 80.0%-2.7pp |
| Annual return | 53.93% | 69.37%-15.4pp | 62.79%-8.9pp | 220.34%-166.4pp |
| Employer contribution / active EE | $1,833 | $4,636-60.5% | $4,154-55.9% | $4,156-55.9% |
| Participant deferral / active EE | $3,747 | $6,166-39.2% | $5,453-31.3% | $6,407-41.5% |
| Admin fee / account holder | $14,800 | $16,471-10.1% | $14,116+4.8% | $12,270+20.6% |