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 | $35,537 | $159,602-77.7% | $150,045-76.3% | $142,382-75.0% |
| Participation rate | 73.7% | 84.0%-10.3pp | 82.3%-8.6pp | 80.1%-6.4pp |
| Annual return | 18.85% | 70.24%-51.4pp | 62.55%-43.7pp | 217.08%-198.2pp |
| Employer contribution / active EE | $2,111 | $4,961-57.4% | $4,693-55.0% | $4,299-50.9% |
| Participant deferral / active EE | $8,239 | $8,310-0.9% | $7,997+3.0% | $6,507+26.6% |
| Admin fee / account holder | $6,941 | $14,846-53.2% | $13,435-48.3% | $12,624-45.0% |