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 | $83,813 | $106,515-21.3% | $96,683-13.3% | $139,434-39.9% |
| Participation rate | 87.0% | 77.8%+9.1pp | 74.3%+12.6pp | 80.3%+6.6pp |
| Annual return | 17.04% | 38.43%-21.4pp | 35.69%-18.7pp | 372.94%-355.9pp |
| Employer contribution / active EE | $3,461 | $4,103-15.6% | $3,737-7.4% | $4,751-27.1% |
| Participant deferral / active EE | $11,025 | $5,454+102.2% | $4,878+126.0% | $6,710+64.3% |
| Admin fee / account holder | $3,788 | $7,877-51.9% | $6,730-43.7% | $11,403-66.8% |