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 | $205,553 | $214,378-4.1% | $200,582+2.5% | $142,382+44.4% |
| Participation rate | 71.4% | 87.4%-16.0pp | 86.9%-15.5pp | 80.1%-8.7pp |
| Annual return | 19.60% | 46.41%-26.8pp | 42.33%-22.7pp | 217.08%-197.5pp |
| Employer contribution / active EE | $5,048 | $6,841-26.2% | $6,419-21.4% | $4,299+17.4% |
| Participant deferral / active EE | $6,577 | $9,865-33.3% | $9,331-29.5% | $6,507+1.1% |
| Admin fee / account holder | $3,669 | $17,692-79.3% | $16,305-77.5% | $12,624-70.9% |