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 | $69,711 | $111,754-37.6% | $103,333-32.5% | $145,922-52.2% |
| Participation rate | 76.9% | 77.9%-1.0pp | 74.5%+2.4pp | 80.3%-3.4pp |
| Annual return | 9.52% | 24.77%-15.2pp | 24.88%-15.4pp | 561.29%-551.8pp |
| Employer contribution / active EE | $2,434 | $4,212-42.2% | $3,868-37.1% | $4,660-47.8% |
| Participant deferral / active EE | $5,936 | $5,619+5.6% | $5,057+17.4% | $6,688-11.2% |
| Admin fee / account holder | $1,224 | $9,750-87.4% | $8,355-85.3% | $13,397-90.9% |