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 7-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 | $143,996 | $214,378-32.8% | $200,582-28.2% | $142,382+1.1% |
| Participation rate | 78.6% | 87.4%-8.9pp | 86.9%-8.3pp | 80.1%-1.5pp |
| Annual return | 43.35% | 46.41%-3.1pp | 42.33%+1.0pp | 217.08%-173.7pp |
| Employer contribution / active EE | $5,784 | $6,841-15.5% | $6,419-9.9% | $4,299+34.5% |
| Participant deferral / active EE | $11,105 | $9,865+12.6% | $9,331+19.0% | $6,507+70.6% |
| Admin fee / account holder | $5,803 | $17,692-67.2% | $16,305-64.4% | $12,624-54.0% |