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 | $74,132 | $110,257-32.8% | $96,544-23.2% | $139,434-46.8% |
| Participation rate | 76.2% | 78.1%-1.9pp | 76.0%+0.2pp | 80.3%-4.1pp |
| Annual return | 13.08% | 26.32%-13.2pp | 25.84%-12.8pp | 372.94%-359.9pp |
| Employer contribution / active EE | $2,720 | $3,620-24.9% | $2,965-8.3% | $4,751-42.7% |
| Participant deferral / active EE | $7,252 | $5,548+30.7% | $4,851+49.5% | $6,710+8.1% |
| Admin fee / account holder | $2,842 | $11,591-75.5% | $8,252-65.6% | $11,403-75.1% |