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 | $69,287 | $152,587-54.6% | $125,175-44.6% | $152,861-54.7% |
| Participation rate | 80.0% | 83.3%-3.3pp | 79.8%+0.2pp | 82.4%-2.4pp |
| Annual return | 28.22% | 54.84%-26.6pp | 43.79%-15.6pp | 345.32%-317.1pp |
| Employer contribution / active EE | $3,065 | $4,946-38.0% | $3,865-20.7% | $4,762-35.6% |
| Participant deferral / active EE | $5,980 | $5,868+1.9% | $4,937+21.1% | $5,850+2.2% |
| Admin fee / account holder | $3,181 | $13,434-76.3% | $9,702-67.2% | $11,596-72.6% |