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 | $81,247 | $179,726-54.8% | $156,263-48.0% | $142,382-42.9% |
| Participation rate | 85.7% | 82.1%+3.6pp | 78.9%+6.8pp | 80.1%+5.6pp |
| Annual return | 21.04% | 77.86%-56.8pp | 59.47%-38.4pp | 217.08%-196.0pp |
| Employer contribution / active EE | $5,496 | $5,069+8.4% | $4,333+26.8% | $4,299+27.8% |
| Participant deferral / active EE | $13,034 | $6,956+87.4% | $6,158+111.6% | $6,507+100.3% |
| Admin fee / account holder | $10,835 | $17,272-37.3% | $14,255-24.0% | $12,624-14.2% |