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 | $86,491 | $107,452-19.5% | $91,541-5.5% | $142,382-39.3% |
| Participation rate | 88.2% | 75.1%+13.2pp | 69.8%+18.5pp | 80.1%+8.1pp |
| Annual return | 18.83% | 22.06%-3.2pp | 20.50%-1.7pp | 217.08%-198.2pp |
| Employer contribution / active EE | $1,232 | $2,994-58.8% | $2,505-50.8% | $4,299-71.3% |
| Participant deferral / active EE | $3,989 | $4,754-16.1% | $4,008-0.5% | $6,507-38.7% |
| Admin fee / account holder | $1,512 | $8,834-82.9% | $6,956-78.3% | $12,624-88.0% |