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 | $83,632 | $179,726-53.5% | $156,263-46.5% | $142,382-41.3% |
| Participation rate | 82.6% | 82.1%+0.5pp | 78.9%+3.7pp | 80.1%+2.5pp |
| Annual return | 18.14% | 77.86%-59.7pp | 59.47%-41.3pp | 217.08%-198.9pp |
| Employer contribution / active EE | $3,308 | $5,069-34.7% | $4,333-23.7% | $4,299-23.1% |
| Participant deferral / active EE | $7,133 | $6,956+2.5% | $6,158+15.8% | $6,507+9.6% |
| Admin fee / account holder | $1,391 | $17,272-91.9% | $14,255-90.2% | $12,624-89.0% |