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 | $124,134 | $162,781-23.7% | $133,956-7.3% | $158,922-21.9% |
| Participation rate | 85.7% | 83.2%+2.5pp | 79.8%+5.9pp | 82.0%+3.8pp |
| Annual return | 17.44% | 41.94%-24.5pp | 45.09%-27.6pp | 302.83%-285.4pp |
| Employer contribution / active EE | $3,159 | $4,975-36.5% | $3,919-19.4% | $4,761-33.7% |
| Participant deferral / active EE | $6,625 | $5,911+12.1% | $5,048+31.3% | $5,982+10.7% |
| Admin fee / account holder | $3,574 | $11,736-69.6% | $8,927-60.0% | $11,246-68.2% |