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 | $172,332 | $133,922+28.7% | $116,228+48.3% | $142,382+21.0% |
| Participation rate | 77.3% | 77.9%-0.6pp | 74.6%+2.7pp | 80.1%-2.8pp |
| Annual return | 12.95% | 147.76%-134.8pp | 90.06%-77.1pp | 217.08%-204.1pp |
| Employer contribution / active EE | $813 | $3,446-76.4% | $2,994-72.8% | $4,299-81.1% |
| Participant deferral / active EE | $4,685 | $5,672-17.4% | $4,953-5.4% | $6,507-28.0% |
| Admin fee / account holder | $6,341 | $14,945-57.6% | $11,989-47.1% | $12,624-49.8% |