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 | $113,945 | $214,378-46.8% | $200,582-43.2% | $142,382-20.0% |
| Participation rate | 77.8% | 87.4%-9.7pp | 86.9%-9.1pp | 80.1%-2.3pp |
| Annual return | 13.13% | 46.41%-33.3pp | 42.33%-29.2pp | 217.08%-203.9pp |
| Employer contribution / active EE | $4,456 | $6,841-34.9% | $6,419-30.6% | $4,299+3.6% |
| Participant deferral / active EE | $8,682 | $9,865-12.0% | $9,331-7.0% | $6,507+33.4% |
| Admin fee / account holder | $1,252 | $17,692-92.9% | $16,305-92.3% | $12,624-90.1% |