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 | $92,421 | $163,101-43.3% | $136,749-32.4% | $142,382-35.1% |
| Participation rate | 76.9% | 78.2%-1.3pp | 72.1%+4.8pp | 80.1%-3.2pp |
| Annual return | 13.98% | 27.54%-13.6pp | 24.33%-10.3pp | 217.08%-203.1pp |
| Employer contribution / active EE | $2,155 | $4,117-47.6% | $3,400-36.6% | $4,299-49.9% |
| Participant deferral / active EE | $4,988 | $5,585-10.7% | $4,692+6.3% | $6,507-23.4% |
| Admin fee / account holder | $9,727 | $14,318-32.1% | $11,386-14.6% | $12,624-22.9% |