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 | $84,951 | $162,781-47.8% | $133,956-36.6% | $158,922-46.5% |
| Participation rate | 87.5% | 83.2%+4.3pp | 79.8%+7.7pp | 82.0%+5.5pp |
| Annual return | 49.79% | 41.94%+7.8pp | 45.09%+4.7pp | 302.83%-253.0pp |
| Employer contribution / active EE | $3,322 | $4,975-33.2% | $3,919-15.2% | $4,761-30.2% |
| Participant deferral / active EE | $6,510 | $5,911+10.1% | $5,048+29.0% | $5,982+8.8% |
| Admin fee / account holder | $2,513 | $11,736-78.6% | $8,927-71.8% | $11,246-77.6% |