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 | $136,127 | $177,572-23.3% | $154,803-12.1% | $142,382-4.4% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 16.23% | 65.07%-48.8pp | 58.88%-42.7pp | 217.08%-200.8pp |
| Employer contribution / active EE | $1,741 | $4,810-63.8% | $4,305-59.6% | $4,299-59.5% |
| Participant deferral / active EE | $10,198 | $6,272+62.6% | $5,540+84.1% | $6,507+56.7% |
| Admin fee / account holder | $2,510 | $16,786-85.0% | $14,329-82.5% | $12,624-80.1% |