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 | $76,730 | $103,376-25.8% | $87,100-11.9% | $152,861-49.8% |
| Participation rate | 72.7% | 79.3%-6.6pp | 76.9%-4.1pp | 82.4%-9.7pp |
| Annual return | 23.64% | 28.10%-4.5pp | 28.19%-4.6pp | 345.32%-321.7pp |
| Employer contribution / active EE | $2,117 | $3,220-34.3% | $2,521-16.0% | $4,762-55.5% |
| Participant deferral / active EE | $5,610 | $4,778+17.4% | $4,049+38.6% | $5,850-4.1% |
| Admin fee / account holder | $1,213 | $12,205-90.1% | $7,497-83.8% | $11,596-89.5% |