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 7-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 | $118,149 | $214,378-44.9% | $200,582-41.1% | $142,382-17.0% |
| Participation rate | 88.2% | 87.4%+0.8pp | 86.9%+1.4pp | 80.1%+8.1pp |
| Annual return | 23.92% | 46.41%-22.5pp | 42.33%-18.4pp | 217.08%-193.2pp |
| Employer contribution / active EE | $4,946 | $6,841-27.7% | $6,419-22.9% | $4,299+15.0% |
| Participant deferral / active EE | $9,132 | $9,865-7.4% | $9,331-2.1% | $6,507+40.3% |
| Admin fee / account holder | $8,833 | $17,692-50.1% | $16,305-45.8% | $12,624-30.0% |