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 | $76,740 | $140,588-45.4% | $123,104-37.7% | $125,391-38.8% |
| Participation rate | 78.9% | 88.2%-9.2pp | 86.8%-7.8pp | 83.2%-4.2pp |
| Annual return | -2.33% | 16.80%-19.1pp | 13.22%-15.5pp | 282.22%-284.6pp |
| Employer contribution / active EE | $1,959 | $6,041-67.6% | $5,151-62.0% | $4,866-59.7% |
| Participant deferral / active EE | $5,287 | $6,980-24.3% | $6,230-15.1% | $5,352-1.2% |
| Admin fee / account holder | $1,989 | $11,198-82.2% | $9,015-77.9% | $9,540-79.2% |