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 | $186,142 | $228,332-18.5% | $185,823+0.2% | $158,922+17.1% |
| Participation rate | 85.7% | 82.3%+3.4pp | 78.0%+7.7pp | 82.0%+3.8pp |
| Annual return | 18.78% | 40.80%-22.0pp | 35.95%-17.2pp | 302.83%-284.0pp |
| Employer contribution / active EE | $1,895 | $4,967-61.8% | $4,087-53.6% | $4,761-60.2% |
| Participant deferral / active EE | $4,123 | $6,415-35.7% | $5,632-26.8% | $5,982-31.1% |
| Admin fee / account holder | $2,350 | $11,864-80.2% | $9,500-75.3% | $11,246-79.1% |