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 | $209,336-45.6% | $197,124-42.2% | $137,256-17.0% |
| Participation rate | 77.8% | 87.3%-9.5pp | 86.7%-8.9pp | 80.0%-2.2pp |
| Annual return | 13.13% | 48.09%-35.0pp | 44.34%-31.2pp | 220.34%-207.2pp |
| Employer contribution / active EE | $4,456 | $6,591-32.4% | $6,227-28.4% | $4,156+7.2% |
| Participant deferral / active EE | $8,682 | $9,614-9.7% | $9,135-5.0% | $6,407+35.5% |
| Admin fee / account holder | $1,252 | $17,308-92.8% | $16,298-92.3% | $12,270-89.8% |