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 | $137,275 | $157,256-12.7% | $141,162-2.8% | $152,861-10.2% |
| Participation rate | 84.6% | 84.8%-0.2pp | 82.5%+2.1pp | 82.4%+2.2pp |
| Annual return | 27.75% | 64.32%-36.6pp | 71.39%-43.6pp | 345.32%-317.6pp |
| Employer contribution / active EE | $1,829 | $5,261-65.2% | $4,735-61.4% | $4,762-61.6% |
| Participant deferral / active EE | $4,520 | $7,109-36.4% | $6,709-32.6% | $5,850-22.7% |
| Admin fee / account holder | $2,306 | $12,120-81.0% | $10,261-77.5% | $11,596-80.1% |