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 | $49,970 | $95,453-47.6% | $112,040-55.4% | $82,448-39.4% |
| Participation rate | 76.9% | 72.8%+4.2pp | 76.5%+0.4pp | 68.1%+8.9pp |
| Annual return | 16.12% | 23.92%-7.8pp | 24.52%-8.4pp | 41.64%-25.5pp |
| Employer contribution / active EE | $2,194 | $2,318-5.4% | $2,954-25.7% | $2,551-14.0% |
| Participant deferral / active EE | $3,175 | $4,224-24.8% | $5,098-37.7% | $4,139-23.3% |
| Admin fee / account holder | $3,189 | $9,013-64.6% | $12,098-73.6% | $7,234-55.9% |