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 7-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 | $99,133 | $214,378-53.8% | $200,582-50.6% | $142,382-30.4% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 14.95% | 46.41%-31.5pp | 42.33%-27.4pp | 217.08%-202.1pp |
| Employer contribution / active EE | $2,517 | $6,841-63.2% | $6,419-60.8% | $4,299-41.5% |
| Participant deferral / active EE | $7,825 | $9,865-20.7% | $9,331-16.1% | $6,507+20.2% |
| Admin fee / account holder | $2,155 | $17,692-87.8% | $16,305-86.8% | $12,624-82.9% |