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 8-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 | $109,446 | $179,726-39.1% | $156,263-30.0% | $142,382-23.1% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.9%+1.1pp | 80.1%-0.1pp |
| Annual return | 20.53% | 77.86%-57.3pp | 59.47%-38.9pp | 217.08%-196.5pp |
| Employer contribution / active EE | $3,227 | $5,069-36.4% | $4,333-25.5% | $4,299-24.9% |
| Participant deferral / active EE | $6,907 | $6,956-0.7% | $6,158+12.2% | $6,507+6.1% |
| Admin fee / account holder | $2,318 | $17,272-86.6% | $14,255-83.7% | $12,624-81.6% |