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 8-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 | $72,103 | $103,376-30.3% | $87,100-17.2% | $152,861-52.8% |
| Participation rate | 78.9% | 79.3%-0.4pp | 76.9%+2.1pp | 82.4%-3.5pp |
| Annual return | 26.92% | 28.10%-1.2pp | 28.19%-1.3pp | 345.32%-318.4pp |
| Employer contribution / active EE | $3,091 | $3,220-4.0% | $2,521+22.6% | $4,762-35.1% |
| Participant deferral / active EE | $5,624 | $4,778+17.7% | $4,049+38.9% | $5,850-3.9% |
| Admin fee / account holder | $1,665 | $12,205-86.4% | $7,497-77.8% | $11,596-85.6% |