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 | $120,083 | $179,726-33.2% | $156,263-23.2% | $142,382-15.7% |
| Participation rate | 79.2% | 82.1%-2.9pp | 78.9%+0.3pp | 80.1%-1.0pp |
| Annual return | 18.35% | 77.86%-59.5pp | 59.47%-41.1pp | 217.08%-198.7pp |
| Employer contribution / active EE | $4,217 | $5,069-16.8% | $4,333-2.7% | $4,299-1.9% |
| Participant deferral / active EE | $9,190 | $6,956+32.1% | $6,158+49.2% | $6,507+41.2% |
| Admin fee / account holder | $9,172 | $17,272-46.9% | $14,255-35.7% | $12,624-27.3% |