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 | $54,014 | $73,933-26.9% | $96,683-44.1% | $75,163-28.1% |
| Participation rate | 70.7% | 66.4%+4.3pp | 74.3%-3.6pp | 67.2%+3.5pp |
| Annual return | 17.89% | 26.70%-8.8pp | 35.69%-17.8pp | 160.62%-142.7pp |
| Employer contribution / active EE | $2,114 | $2,928-27.8% | $3,737-43.4% | $2,670-20.8% |
| Participant deferral / active EE | $5,197 | $3,659+42.0% | $4,878+6.5% | $4,125+26.0% |
| Admin fee / account holder | $4,423 | $5,216-15.2% | $6,730-34.3% | $5,651-21.7% |