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 | $57,554 | $183,519-68.6% | $155,509-63.0% | $145,922-60.6% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 11.13% | 61.17%-50.0pp | 64.67%-53.5pp | 561.29%-550.2pp |
| Employer contribution / active EE | $1,154 | $5,313-78.3% | $4,672-75.3% | $4,660-75.2% |
| Participant deferral / active EE | $2,988 | $6,462-53.8% | $5,626-46.9% | $6,688-55.3% |
| Admin fee / account holder | $1,020 | $19,313-94.7% | $15,912-93.6% | $13,397-92.4% |