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 | $61,328 | $179,726-65.9% | $156,263-60.8% | $142,382-56.9% |
| Participation rate | 72.7% | 82.1%-9.3pp | 78.9%-6.2pp | 80.1%-7.4pp |
| Annual return | 19.70% | 77.86%-58.2pp | 59.47%-39.8pp | 217.08%-197.4pp |
| Employer contribution / active EE | $2,573 | $5,069-49.2% | $4,333-40.6% | $4,299-40.1% |
| Participant deferral / active EE | $5,106 | $6,956-26.6% | $6,158-17.1% | $6,507-21.5% |
| Admin fee / account holder | $617 | $17,272-96.4% | $14,255-95.7% | $12,624-95.1% |