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 | $40,009 | $49,227-18.7% | $70,449-43.2% | $79,858-49.9% |
| Participation rate | 90.0% | 69.2%+20.8pp | 75.1%+14.9pp | 69.6%+20.4pp |
| Annual return | 11.96% | 30.06%-18.1pp | 109.03%-97.1pp | 31.71%-19.8pp |
| Employer contribution / active EE | $1,993 | $2,099-5.0% | $2,737-27.2% | $2,471-19.3% |
| Participant deferral / active EE | $5,659 | $2,768+104.5% | $3,709+52.6% | $3,740+51.3% |
| Admin fee / account holder | $6,923 | $2,878+140.5% | $3,845+80.0% | $5,306+30.5% |