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 | $91,867 | $159,602-42.4% | $150,045-38.8% | $142,382-35.5% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 17.39% | 70.24%-52.8pp | 62.55%-45.2pp | 217.08%-199.7pp |
| Employer contribution / active EE | $4,815 | $4,961-2.9% | $4,693+2.6% | $4,299+12.0% |
| Participant deferral / active EE | $7,921 | $8,310-4.7% | $7,997-1.0% | $6,507+21.7% |
| Admin fee / account holder | $4,372 | $14,846-70.6% | $13,435-67.5% | $12,624-65.4% |