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 | $71,372 | $106,584-33.0% | $101,326-29.6% | $142,382-49.9% |
| Participation rate | 80.0% | 82.7%-2.7pp | 81.5%-1.5pp | 80.1%-0.1pp |
| Annual return | 14.32% | 36.93%-22.6pp | 36.82%-22.5pp | 217.08%-202.8pp |
| Employer contribution / active EE | $2,564 | $3,956-35.2% | $3,665-30.0% | $4,299-40.4% |
| Participant deferral / active EE | $9,807 | $8,297+18.2% | $7,994+22.7% | $6,507+50.7% |
| Admin fee / account holder | $1,071 | $11,446-90.6% | $11,185-90.4% | $12,624-91.5% |