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 8-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 | $83,666 | $185,822-55.0% | $169,993-50.8% | $139,434-40.0% |
| Participation rate | 88.9% | 87.8%+1.1pp | 87.0%+1.9pp | 80.3%+8.6pp |
| Annual return | 24.26% | 60.50%-36.2pp | 53.37%-29.1pp | 372.94%-348.7pp |
| Employer contribution / active EE | $3,077 | $7,590-59.5% | $6,785-54.6% | $4,751-35.2% |
| Participant deferral / active EE | $9,673 | $11,622-16.8% | $10,408-7.1% | $6,710+44.1% |
| Admin fee / account holder | $358 | $15,381-97.7% | $12,815-97.2% | $11,403-96.9% |