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 | $75,422 | $77,899-3.2% | $149,673-49.6% | $75,163+0.3% |
| Participation rate | 83.8% | 65.6%+18.2pp | 78.8%+5.0pp | 67.2%+16.6pp |
| Annual return | 15.42% | 31.72%-16.3pp | 134.42%-119.0pp | 160.62%-145.2pp |
| Employer contribution / active EE | $4,590 | $3,137+46.3% | $4,818-4.7% | $2,670+71.9% |
| Participant deferral / active EE | $4,094 | $3,411+20.0% | $5,680-27.9% | $4,125-0.8% |
| Admin fee / account holder | $1,247 | $5,956-79.1% | $13,210-90.6% | $5,651-77.9% |