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 | $82,071 | $95,803-14.3% | $113,168-27.5% | $84,808-3.2% |
| Participation rate | 75.0% | 72.9%+2.1pp | 76.6%-1.6pp | 68.3%+6.7pp |
| Annual return | 15.97% | 25.00%-9.0pp | 24.27%-8.3pp | 40.90%-24.9pp |
| Employer contribution / active EE | $2,356 | $2,360-0.2% | $2,975-20.8% | $2,631-10.4% |
| Participant deferral / active EE | $3,501 | $4,242-17.5% | $5,107-31.4% | $4,212-16.9% |
| Admin fee / account holder | $1,462 | $8,989-83.7% | $12,068-87.9% | $7,344-80.1% |