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 | $50,777 | $110,257-53.9% | $96,544-47.4% | $139,434-63.6% |
| Participation rate | 90.0% | 78.1%+11.9pp | 76.0%+14.0pp | 80.3%+9.7pp |
| Annual return | 12.32% | 26.32%-14.0pp | 25.84%-13.5pp | 372.94%-360.6pp |
| Employer contribution / active EE | $2,639 | $3,620-27.1% | $2,965-11.0% | $4,751-44.5% |
| Participant deferral / active EE | $7,249 | $5,548+30.7% | $4,851+49.4% | $6,710+8.0% |
| Admin fee / account holder | $9,687 | $11,591-16.4% | $8,252+17.4% | $11,403-15.0% |