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 | $75,465 | $140,940-46.5% | $112,229-32.8% | $139,434-45.9% |
| Participation rate | 73.3% | 79.2%-5.9pp | 72.4%+0.9pp | 80.3%-7.0pp |
| Annual return | 14.79% | 32.71%-17.9pp | 30.20%-15.4pp | 372.94%-358.2pp |
| Employer contribution / active EE | $1,625 | $4,283-62.1% | $3,430-52.6% | $4,751-65.8% |
| Participant deferral / active EE | $2,290 | $5,874-61.0% | $4,798-52.3% | $6,710-65.9% |
| Admin fee / account holder | $404 | $9,954-95.9% | $7,748-94.8% | $11,403-96.5% |