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 | $55,805 | $110,094-49.3% | $151,611-63.2% | $68,494-18.5% |
| Participation rate | 82.8% | 84.0%-1.2pp | 87.5%-4.7pp | 67.9%+14.9pp |
| Annual return | 24.53% | -10.12%+34.7pp | 3.33%+21.2pp | -7.84%+32.4pp |
| Employer contribution / active EE | $3,021 | $4,471-32.4% | $6,166-51.0% | $2,596+16.4% |
| Participant deferral / active EE | $7,897 | $6,527+21.0% | $8,363-5.6% | $4,027+96.1% |
| Admin fee / account holder | $7,288 | $7,719-5.6% | $11,616-37.3% | $5,403+34.9% |