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 3-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 | $84,083 | $172,111-51.1% | $150,298-44.1% | $137,256-38.7% |
| Participation rate | 90.9% | 81.7%+9.2pp | 77.8%+13.1pp | 80.0%+10.9pp |
| Annual return | 24.18% | 69.37%-45.2pp | 62.79%-38.6pp | 220.34%-196.2pp |
| Employer contribution / active EE | $1,544 | $4,636-66.7% | $4,154-62.8% | $4,156-62.9% |
| Participant deferral / active EE | $4,162 | $6,166-32.5% | $5,453-23.7% | $6,407-35.0% |
| Admin fee / account holder | $1,621 | $16,471-90.2% | $14,116-88.5% | $12,270-86.8% |