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 | $169,097 | $154,117+9.7% | $129,995+30.1% | $139,434+21.3% |
| Participation rate | 70.6% | 82.0%-11.4pp | 78.5%-7.9pp | 80.3%-9.7pp |
| Annual return | 22.71% | 32.48%-9.8pp | -137.18%+159.9pp | 372.94%-350.2pp |
| Employer contribution / active EE | $2,982 | $5,289-43.6% | $4,320-31.0% | $4,751-37.2% |
| Participant deferral / active EE | $5,253 | $6,710-21.7% | $5,820-9.8% | $6,710-21.7% |
| Admin fee / account holder | $1,069 | $14,007-92.4% | $10,614-89.9% | $11,403-90.6% |