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 | $94,129 | $181,894-48.3% | $156,549-39.9% | $273,961-65.6% |
| Participation rate | 87.5% | 88.4%-0.9pp | 84.0%+3.5pp | 83.0%+4.5pp |
| Annual return | 8.50% | 30.74%-22.2pp | 32.23%-23.7pp | 41.45%-33.0pp |
| Employer contribution / active EE | $3,736 | $6,248-40.2% | $5,501-32.1% | $4,869-23.3% |
| Participant deferral / active EE | $9,608 | $5,550+73.1% | $4,871+97.3% | $5,287+81.7% |
| Admin fee / account holder | $1,170 | $15,559-92.5% | $13,027-91.0% | $10,132-88.5% |