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 | $143,074 | $209,336-31.7% | $197,124-27.4% | $137,256+4.2% |
| Participation rate | 81.8% | 87.3%-5.5pp | 86.7%-4.9pp | 80.0%+1.9pp |
| Annual return | 33.73% | 48.09%-14.4pp | 44.34%-10.6pp | 220.34%-186.6pp |
| Employer contribution / active EE | $5,462 | $6,591-17.1% | $6,227-12.3% | $4,156+31.4% |
| Participant deferral / active EE | $11,981 | $9,614+24.6% | $9,135+31.2% | $6,407+87.0% |
| Admin fee / account holder | $1,801 | $17,308-89.6% | $16,298-88.9% | $12,270-85.3% |