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 6-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 | $79,900 | $117,983-32.3% | $101,794-21.5% | $142,382-43.9% |
| Participation rate | 72.7% | 74.2%-1.5pp | 69.2%+3.5pp | 80.1%-7.4pp |
| Annual return | 17.56% | 36.92%-19.4pp | 30.53%-13.0pp | 217.08%-199.5pp |
| Employer contribution / active EE | $2,767 | $2,773-0.2% | $2,289+20.9% | $4,299-35.6% |
| Participant deferral / active EE | $4,749 | $4,714+0.7% | $4,084+16.3% | $6,507-27.0% |
| Admin fee / account holder | $965 | $10,433-90.8% | $8,777-89.0% | $12,624-92.4% |