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 | $153,714 | $201,272-23.6% | $184,203-16.6% | $145,922+5.3% |
| Participation rate | 93.3% | 87.5%+5.8pp | 86.8%+6.5pp | 80.3%+13.1pp |
| Annual return | 15.74% | 29.00%-13.3pp | 28.81%-13.1pp | 561.29%-545.5pp |
| Employer contribution / active EE | $2,931 | $7,022-58.3% | $6,427-54.4% | $4,660-37.1% |
| Participant deferral / active EE | $8,639 | $9,806-11.9% | $9,131-5.4% | $6,688+29.2% |
| Admin fee / account holder | $9,143 | $16,364-44.1% | $13,901-34.2% | $13,397-31.8% |