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 | $78,044 | $154,228-49.4% | $145,433-46.3% | $137,256-43.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 55.07% | 74.59%-19.5pp | 66.58%-11.5pp | 220.34%-165.3pp |
| Employer contribution / active EE | $4,535 | $4,804-5.6% | $4,554-0.4% | $4,156+9.1% |
| Participant deferral / active EE | $8,258 | $8,216+0.5% | $7,897+4.6% | $6,407+28.9% |
| Admin fee / account holder | $12,396 | $14,344-13.6% | $13,129-5.6% | $12,270+1.0% |