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 | $69,313 | $124,281-44.2% | $109,143-36.5% | $167,490-58.6% |
| Participation rate | 77.3% | 79.4%-2.2pp | 75.9%+1.4pp | 82.1%-4.8pp |
| Annual return | 18.69% | 26.04%-7.3pp | 25.75%-7.1pp | 478.56%-459.9pp |
| Employer contribution / active EE | $3,568 | $4,207-15.2% | $3,722-4.1% | $4,837-26.3% |
| Participant deferral / active EE | $9,985 | $5,255+90.0% | $4,653+114.6% | $6,341+57.5% |
| Admin fee / account holder | $761 | $7,970-90.5% | $6,752-88.7% | $12,309-93.8% |