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 6-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 | $76,776 | $106,584-28.0% | $101,326-24.2% | $142,382-46.1% |
| Participation rate | 83.3% | 82.7%+0.6pp | 81.5%+1.8pp | 80.1%+3.2pp |
| Annual return | 19.93% | 36.93%-17.0pp | 36.82%-16.9pp | 217.08%-197.1pp |
| Employer contribution / active EE | $2,113 | $3,956-46.6% | $3,665-42.4% | $4,299-50.9% |
| Participant deferral / active EE | $6,154 | $8,297-25.8% | $7,994-23.0% | $6,507-5.4% |
| Admin fee / account holder | $326 | $11,446-97.2% | $11,185-97.1% | $12,624-97.4% |