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 | $114,871 | $176,056-34.8% | $159,436-28.0% | $167,490-31.4% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 15.75% | 331.75%-316.0pp | 263.57%-247.8pp | 478.56%-462.8pp |
| Employer contribution / active EE | $3,003 | $5,297-43.3% | $4,829-37.8% | $4,837-37.9% |
| Participant deferral / active EE | $8,298 | $7,750+7.1% | $7,352+12.9% | $6,341+30.9% |
| Admin fee / account holder | $682 | $12,554-94.6% | $10,799-93.7% | $12,309-94.5% |