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 | $61,576 | $185,822-66.9% | $169,993-63.8% | $139,434-55.8% |
| Participation rate | 85.7% | 87.8%-2.0pp | 87.0%-1.3pp | 80.3%+5.4pp |
| Annual return | 25.30% | 60.50%-35.2pp | 53.37%-28.1pp | 372.94%-347.6pp |
| Employer contribution / active EE | $4,504 | $7,590-40.7% | $6,785-33.6% | $4,751-5.2% |
| Participant deferral / active EE | $6,976 | $11,622-40.0% | $10,408-33.0% | $6,710+4.0% |
| Admin fee / account holder | $3,115 | $15,381-79.7% | $12,815-75.7% | $11,403-72.7% |