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 7-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 | $105,240 | $148,534-29.1% | $135,903-22.6% | $139,434-24.5% |
| Participation rate | 89.5% | 83.9%+5.6pp | 81.9%+7.6pp | 80.3%+9.2pp |
| Annual return | 15.27% | 79.19%-63.9pp | 68.23%-53.0pp | 372.94%-357.7pp |
| Employer contribution / active EE | $3,685 | $5,243-29.7% | $4,856-24.1% | $4,751-22.4% |
| Participant deferral / active EE | $8,043 | $8,100-0.7% | $7,758+3.7% | $6,710+19.9% |
| Admin fee / account holder | $10,866 | $12,400-12.4% | $10,762+1.0% | $11,403-4.7% |