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 | $86,373 | $95,266-9.3% | $82,389+4.8% | $142,382-39.3% |
| Participation rate | 84.6% | 74.5%+10.1pp | 69.5%+15.1pp | 80.1%+4.5pp |
| Annual return | 18.33% | 25.74%-7.4pp | 28.67%-10.3pp | 217.08%-198.7pp |
| Employer contribution / active EE | $2,335 | $2,991-21.9% | $2,517-7.2% | $4,299-45.7% |
| Participant deferral / active EE | $3,899 | $4,809-18.9% | $4,155-6.2% | $6,507-40.1% |
| Admin fee / account holder | $1,259 | $8,563-85.3% | $7,231-82.6% | $12,624-90.0% |