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 | $104,874 | $159,602-34.3% | $150,045-30.1% | $142,382-26.3% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 17.12% | 70.24%-53.1pp | 62.55%-45.4pp | 217.08%-200.0pp |
| Employer contribution / active EE | $3,878 | $4,961-21.8% | $4,693-17.4% | $4,299-9.8% |
| Participant deferral / active EE | $11,285 | $8,310+35.8% | $7,997+41.1% | $6,507+73.4% |
| Admin fee / account holder | $1,122 | $14,846-92.4% | $13,435-91.6% | $12,624-91.1% |