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 | $78,334 | $99,985-21.7% | $146,665-46.6% | $85,850-8.8% |
| Participation rate | 89.3% | 73.1%+16.2pp | 80.1%+9.2pp | 69.3%+20.0pp |
| Annual return | 14.71% | 18.93%-4.2pp | 22.74%-8.0pp | 318.53%-303.8pp |
| Employer contribution / active EE | $2,172 | $2,559-15.1% | $4,136-47.5% | $2,565-15.3% |
| Participant deferral / active EE | $5,362 | $4,006+33.9% | $5,506-2.6% | $3,952+35.7% |
| Admin fee / account holder | $2,632 | $7,702-65.8% | $10,280-74.4% | $6,260-58.0% |