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 | $75,035 | $110,257-31.9% | $96,544-22.3% | $139,434-46.2% |
| Participation rate | 81.8% | 78.1%+3.7pp | 76.0%+5.9pp | 80.3%+1.5pp |
| Annual return | 18.92% | 26.32%-7.4pp | 25.84%-6.9pp | 372.94%-354.0pp |
| Employer contribution / active EE | $3,612 | $3,620-0.2% | $2,965+21.8% | $4,751-24.0% |
| Participant deferral / active EE | $14,151 | $5,548+155.1% | $4,851+191.7% | $6,710+110.9% |
| Admin fee / account holder | $7,932 | $11,591-31.6% | $8,252-3.9% | $11,403-30.4% |