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 | $69,878 | $179,726-61.1% | $156,263-55.3% | $142,382-50.9% |
| Participation rate | 85.7% | 82.1%+3.6pp | 78.9%+6.8pp | 80.1%+5.6pp |
| Annual return | 18.49% | 77.86%-59.4pp | 59.47%-41.0pp | 217.08%-198.6pp |
| Employer contribution / active EE | $3,826 | $5,069-24.5% | $4,333-11.7% | $4,299-11.0% |
| Participant deferral / active EE | $7,216 | $6,956+3.7% | $6,158+17.2% | $6,507+10.9% |
| Admin fee / account holder | $1,139 | $17,272-93.4% | $14,255-92.0% | $12,624-91.0% |