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 | $80,683 | $88,672-9.0% | $105,223-23.3% | $82,448-2.1% |
| Participation rate | 77.1% | 67.9%+9.2pp | 75.0%+2.0pp | 68.1%+9.0pp |
| Annual return | 22.22% | 30.86%-8.6pp | 180.65%-158.4pp | 41.64%-19.4pp |
| Employer contribution / active EE | $2,855 | $3,048-6.3% | $3,689-22.6% | $2,551+11.9% |
| Participant deferral / active EE | $6,752 | $4,036+67.3% | $5,072+33.1% | $4,139+63.1% |
| Admin fee / account holder | $5,118 | $7,146-28.4% | $8,859-42.2% | $7,234-29.2% |