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 9-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 | $97,333 | $157,256-38.1% | $141,162-31.0% | $152,861-36.3% |
| Participation rate | 77.3% | 84.8%-7.5pp | 82.5%-5.2pp | 82.4%-5.2pp |
| Annual return | 24.43% | 64.32%-39.9pp | 71.39%-47.0pp | 345.32%-320.9pp |
| Employer contribution / active EE | $2,956 | $5,261-43.8% | $4,735-37.6% | $4,762-37.9% |
| Participant deferral / active EE | $5,767 | $7,109-18.9% | $6,709-14.0% | $5,850-1.4% |
| Admin fee / account holder | $4,539 | $12,120-62.5% | $10,261-55.8% | $11,596-60.9% |