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 | $68,820 | $177,572-61.2% | $154,803-55.5% | $142,382-51.7% |
| Participation rate | 81.0% | 82.1%-1.1pp | 78.1%+2.9pp | 80.1%+0.8pp |
| Annual return | 17.06% | 65.07%-48.0pp | 58.88%-41.8pp | 217.08%-200.0pp |
| Employer contribution / active EE | $2,087 | $4,810-56.6% | $4,305-51.5% | $4,299-51.4% |
| Participant deferral / active EE | $6,916 | $6,272+10.3% | $5,540+24.8% | $6,507+6.3% |
| Admin fee / account holder | $452 | $16,786-97.3% | $14,329-96.8% | $12,624-96.4% |