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 | $87,981 | $162,781-46.0% | $133,956-34.3% | $158,922-44.6% |
| Participation rate | 84.2% | 83.2%+1.0pp | 79.8%+4.4pp | 82.0%+2.3pp |
| Annual return | 18.45% | 41.94%-23.5pp | 45.09%-26.6pp | 302.83%-284.4pp |
| Employer contribution / active EE | $3,896 | $4,975-21.7% | $3,919-0.6% | $4,761-18.2% |
| Participant deferral / active EE | $7,095 | $5,911+20.0% | $5,048+40.6% | $5,982+18.6% |
| Admin fee / account holder | $4,568 | $11,736-61.1% | $8,927-48.8% | $11,246-59.4% |