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 | $80,291 | $185,822-56.8% | $169,993-52.8% | $139,434-42.4% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 21.22% | 60.50%-39.3pp | 53.37%-32.2pp | 372.94%-351.7pp |
| Employer contribution / active EE | $1,982 | $7,590-73.9% | $6,785-70.8% | $4,751-58.3% |
| Participant deferral / active EE | $4,052 | $11,622-65.1% | $10,408-61.1% | $6,710-39.6% |
| Admin fee / account holder | $593 | $15,381-96.1% | $12,815-95.4% | $11,403-94.8% |