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 | $82,337 | $197,591-58.3% | $177,821-53.7% | $158,922-48.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 25.54% | 58.76%-33.2pp | 48.32%-22.8pp | 302.83%-277.3pp |
| Employer contribution / active EE | $3,088 | $6,697-53.9% | $5,918-47.8% | $4,761-35.1% |
| Participant deferral / active EE | $10,068 | $8,405+19.8% | $7,714+30.5% | $5,982+68.3% |
| Admin fee / account holder | $1,495 | $15,399-90.3% | $12,427-88.0% | $11,246-86.7% |