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 | $96,022 | $165,984-42.1% | $164,813-41.7% | $145,922-34.2% |
| Participation rate | 77.8% | 82.0%-4.2pp | 78.6%-0.8pp | 80.3%-2.5pp |
| Annual return | 16.48% | 100.03%-83.6pp | 69.93%-53.5pp | 561.29%-544.8pp |
| Employer contribution / active EE | $4,490 | $5,273-14.9% | $4,341+3.4% | $4,660-3.6% |
| Participant deferral / active EE | $8,249 | $6,959+18.5% | $6,031+36.8% | $6,688+23.3% |
| Admin fee / account holder | $378 | $16,648-97.7% | $12,690-97.0% | $13,397-97.2% |