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 | $85,615 | $179,726-52.4% | $156,263-45.2% | $142,382-39.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 14.31% | 77.86%-63.5pp | 59.47%-45.2pp | 217.08%-202.8pp |
| Employer contribution / active EE | $3,983 | $5,069-21.4% | $4,333-8.1% | $4,299-7.4% |
| Participant deferral / active EE | $4,636 | $6,956-33.4% | $6,158-24.7% | $6,507-28.8% |
| Admin fee / account holder | $5,009 | $17,272-71.0% | $14,255-64.9% | $12,624-60.3% |