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 | $103,282 | $228,332-54.8% | $185,823-44.4% | $158,922-35.0% |
| Participation rate | 71.4% | 82.3%-10.9pp | 78.0%-6.6pp | 82.0%-10.5pp |
| Annual return | 12.43% | 40.80%-28.4pp | 35.95%-23.5pp | 302.83%-290.4pp |
| Employer contribution / active EE | $1,396 | $4,967-71.9% | $4,087-65.9% | $4,761-70.7% |
| Participant deferral / active EE | $5,274 | $6,415-17.8% | $5,632-6.4% | $5,982-11.8% |
| Admin fee / account holder | $1,502 | $11,864-87.3% | $9,500-84.2% | $11,246-86.6% |