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 8-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 | $123,200 | $159,602-22.8% | $150,045-17.9% | $142,382-13.5% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.3%+4.3pp | 80.1%+6.5pp |
| Annual return | 16.30% | 70.24%-53.9pp | 62.55%-46.2pp | 217.08%-200.8pp |
| Employer contribution / active EE | $5,475 | $4,961+10.4% | $4,693+16.7% | $4,299+27.3% |
| Participant deferral / active EE | $13,373 | $8,310+60.9% | $7,997+67.2% | $6,507+105.5% |
| Admin fee / account holder | $705 | $14,846-95.2% | $13,435-94.8% | $12,624-94.4% |