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 | $120,679 | $178,174-32.3% | $156,181-22.7% | $137,256-12.1% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.8%-3.8pp | 80.0%-5.0pp |
| Annual return | 15.67% | 84.19%-68.5pp | 64.87%-49.2pp | 220.34%-204.7pp |
| Employer contribution / active EE | $1,353 | $4,972-72.8% | $4,294-68.5% | $4,156-67.4% |
| Participant deferral / active EE | $6,813 | $6,888-1.1% | $6,132+11.1% | $6,407+6.3% |
| Admin fee / account holder | $551 | $17,404-96.8% | $14,586-96.2% | $12,270-95.5% |