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 | $65,669 | $97,125-32.4% | $86,233-23.8% | $137,256-52.2% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.0%+6.0pp | 80.0%-5.0pp |
| Annual return | 13.80% | 74.19%-60.4pp | 61.39%-47.6pp | 220.34%-206.5pp |
| Employer contribution / active EE | $3,475 | $2,841+22.3% | $2,504+38.8% | $4,156-16.4% |
| Participant deferral / active EE | $4,108 | $5,180-20.7% | $4,559-9.9% | $6,407-35.9% |
| Admin fee / account holder | $7,077 | $9,725-27.2% | $8,342-15.2% | $12,270-42.3% |