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 | $87,897 | $111,754-21.3% | $103,333-14.9% | $145,922-39.8% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 23.69% | 24.77%-1.1pp | 24.88%-1.2pp | 561.29%-537.6pp |
| Employer contribution / active EE | $3,503 | $4,212-16.8% | $3,868-9.4% | $4,660-24.8% |
| Participant deferral / active EE | $8,472 | $5,619+50.8% | $5,057+67.5% | $6,688+26.7% |
| Admin fee / account holder | $527 | $9,750-94.6% | $8,355-93.7% | $13,397-96.1% |