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 | $81,877 | $88,672-7.7% | $105,223-22.2% | $82,448-0.7% |
| Participation rate | 78.6% | 67.9%+10.6pp | 75.0%+3.5pp | 68.1%+10.5pp |
| Annual return | 17.11% | 30.86%-13.7pp | 180.65%-163.5pp | 41.64%-24.5pp |
| Employer contribution / active EE | $2,536 | $3,048-16.8% | $3,689-31.2% | $2,551-0.6% |
| Participant deferral / active EE | $5,227 | $4,036+29.5% | $5,072+3.1% | $4,139+26.3% |
| Admin fee / account holder | $5,985 | $7,146-16.3% | $8,859-32.4% | $7,234-17.3% |