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 | $98,561 | $110,257-10.6% | $96,544+2.1% | $139,434-29.3% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 16.28% | 26.32%-10.0pp | 25.84%-9.6pp | 372.94%-356.7pp |
| Employer contribution / active EE | $2,813 | $3,620-22.3% | $2,965-5.1% | $4,751-40.8% |
| Participant deferral / active EE | $5,450 | $5,548-1.8% | $4,851+12.4% | $6,710-18.8% |
| Admin fee / account holder | $8,578 | $11,591-26.0% | $8,252+3.9% | $11,403-24.8% |