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 6-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 | $93,077 | $114,381-18.6% | $107,525-13.4% | $142,382-34.6% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 19.62% | 242.71%-223.1pp | 181.32%-161.7pp | 217.08%-197.5pp |
| Employer contribution / active EE | $1,974 | $4,015-50.8% | $3,754-47.4% | $4,299-54.1% |
| Participant deferral / active EE | $7,062 | $5,564+26.9% | $5,116+38.1% | $6,507+8.5% |
| Admin fee / account holder | $3,106 | $9,860-68.5% | $8,919-65.2% | $12,624-75.4% |