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 | $98,613 | $110,257-10.6% | $96,544+2.1% | $139,434-29.3% |
| Participation rate | 71.4% | 78.1%-6.7pp | 76.0%-4.5pp | 80.3%-8.9pp |
| Annual return | 20.61% | 26.32%-5.7pp | 25.84%-5.2pp | 372.94%-352.3pp |
| Employer contribution / active EE | $1,092 | $3,620-69.8% | $2,965-63.2% | $4,751-77.0% |
| Participant deferral / active EE | $5,246 | $5,548-5.4% | $4,851+8.2% | $6,710-21.8% |
| Admin fee / account holder | $1,976 | $11,591-83.0% | $8,252-76.1% | $11,403-82.7% |