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 | $76,040 | $100,004-24.0% | $81,438-6.6% | $145,959-47.9% |
| Participation rate | 76.2% | 74.2%+2.0pp | 69.5%+6.7pp | 80.3%-4.1pp |
| Annual return | 10.15% | 34.34%-24.2pp | 24.74%-14.6pp | 561.95%-551.8pp |
| Employer contribution / active EE | $1,890 | $2,970-36.4% | $2,460-23.2% | $4,661-59.4% |
| Participant deferral / active EE | $4,459 | $4,603-3.1% | $3,883+14.8% | $6,689-33.3% |
| Admin fee / account holder | $4,971 | $8,202-39.4% | $5,764-13.7% | $13,398-62.9% |