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 | $132,634+29.9% | $115,768+48.9% | $137,256+25.6% |
| Participation rate | 77.3% | 77.9%-0.6pp | 74.4%+2.9pp | 80.0%-2.7pp |
| Annual return | 12.95% | 160.70%-147.8pp | 100.46%-87.5pp | 220.34%-207.4pp |
| Employer contribution / active EE | $813 | $3,360-75.8% | $2,940-72.3% | $4,156-80.4% |
| Participant deferral / active EE | $4,685 | $5,619-16.6% | $4,917-4.7% | $6,407-26.9% |
| Admin fee / account holder | $6,341 | $15,028-57.8% | $12,439-49.0% | $12,270-48.3% |