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 | $209,336-31.2% | $197,124-27.0% | $137,256+4.9% |
| Participation rate | 78.6% | 87.3%-8.7pp | 86.7%-8.1pp | 80.0%-1.4pp |
| Annual return | 43.35% | 48.09%-4.7pp | 44.34%-1.0pp | 220.34%-177.0pp |
| Employer contribution / active EE | $5,784 | $6,591-12.2% | $6,227-7.1% | $4,156+39.2% |
| Participant deferral / active EE | $11,105 | $9,614+15.5% | $9,135+21.6% | $6,407+73.3% |
| Admin fee / account holder | $5,803 | $17,308-66.5% | $16,298-64.4% | $12,270-52.7% |