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 | $71,936 | $162,781-55.8% | $133,956-46.3% | $158,922-54.7% |
| Participation rate | 85.7% | 83.2%+2.5pp | 79.8%+5.9pp | 82.0%+3.8pp |
| Annual return | 13.85% | 41.94%-28.1pp | 45.09%-31.2pp | 302.83%-289.0pp |
| Employer contribution / active EE | $4,348 | $4,975-12.6% | $3,919+11.0% | $4,761-8.7% |
| Participant deferral / active EE | $7,135 | $5,911+20.7% | $5,048+41.4% | $5,982+19.3% |
| Admin fee / account holder | $741 | $11,736-93.7% | $8,927-91.7% | $11,246-93.4% |