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 | $76,557 | $103,376-25.9% | $87,100-12.1% | $152,861-49.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 22.96% | 28.10%-5.1pp | 28.19%-5.2pp | 345.32%-322.4pp |
| Employer contribution / active EE | $3,342 | $3,220+3.8% | $2,521+32.5% | $4,762-29.8% |
| Participant deferral / active EE | $5,674 | $4,778+18.7% | $4,049+40.1% | $5,850-3.0% |
| Admin fee / account holder | $1,964 | $12,205-83.9% | $7,497-73.8% | $11,596-83.1% |