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 8-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 | $78,551 | $95,266-17.5% | $82,389-4.7% | $142,382-44.8% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.5%+5.5pp | 80.1%-5.1pp |
| Annual return | 15.25% | 25.74%-10.5pp | 28.67%-13.4pp | 217.08%-201.8pp |
| Employer contribution / active EE | $2,278 | $2,991-23.8% | $2,517-9.5% | $4,299-47.0% |
| Participant deferral / active EE | $4,148 | $4,809-13.8% | $4,155-0.2% | $6,507-36.3% |
| Admin fee / account holder | $6,068 | $8,563-29.1% | $7,231-16.1% | $12,624-51.9% |