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 | $79,035 | $106,515-25.8% | $96,683-18.3% | $139,434-43.3% |
| Participation rate | 73.7% | 77.8%-4.2pp | 74.3%-0.7pp | 80.3%-6.6pp |
| Annual return | 13.75% | 38.43%-24.7pp | 35.69%-21.9pp | 372.94%-359.2pp |
| Employer contribution / active EE | $1,760 | $4,103-57.1% | $3,737-52.9% | $4,751-62.9% |
| Participant deferral / active EE | $5,824 | $5,454+6.8% | $4,878+19.4% | $6,710-13.2% |
| Admin fee / account holder | $6,644 | $7,877-15.6% | $6,730-1.3% | $11,403-41.7% |