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 8-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 | $73,401 | $227,553-67.7% | $189,557-61.3% | $167,490-56.2% |
| Participation rate | 81.0% | 82.5%-1.5pp | 78.4%+2.5pp | 82.1%-1.2pp |
| Annual return | 14.71% | 78.40%-63.7pp | 64.17%-49.5pp | 478.56%-463.8pp |
| Employer contribution / active EE | $2,343 | $5,316-55.9% | $4,412-46.9% | $4,837-51.6% |
| Participant deferral / active EE | $4,457 | $7,002-36.3% | $6,174-27.8% | $6,341-29.7% |
| Admin fee / account holder | $7,991 | $11,878-32.7% | $9,807-18.5% | $12,309-35.1% |