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 | $80,484 | $172,111-53.2% | $150,298-46.5% | $137,256-41.4% |
| Participation rate | 70.0% | 81.7%-11.7pp | 77.8%-7.8pp | 80.0%-10.0pp |
| Annual return | 57.55% | 69.37%-11.8pp | 62.79%-5.2pp | 220.34%-162.8pp |
| Employer contribution / active EE | $5,504 | $4,636+18.7% | $4,154+32.5% | $4,156+32.4% |
| Participant deferral / active EE | $5,960 | $6,166-3.3% | $5,453+9.3% | $6,407-7.0% |
| Admin fee / account holder | $2,998 | $16,471-81.8% | $14,116-78.8% | $12,270-75.6% |