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 | $78,918 | $214,378-63.2% | $200,582-60.7% | $142,382-44.6% |
| Participation rate | 87.5% | 87.4%+0.1pp | 86.9%+0.6pp | 80.1%+7.4pp |
| Annual return | 20.27% | 46.41%-26.1pp | 42.33%-22.1pp | 217.08%-196.8pp |
| Employer contribution / active EE | $2,282 | $6,841-66.6% | $6,419-64.4% | $4,299-46.9% |
| Participant deferral / active EE | $6,038 | $9,865-38.8% | $9,331-35.3% | $6,507-7.2% |
| Admin fee / account holder | $369 | $17,692-97.9% | $16,305-97.7% | $12,624-97.1% |