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 | $48,209 | $110,257-56.3% | $96,544-50.1% | $139,434-65.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 14.39% | 26.32%-11.9pp | 25.84%-11.5pp | 372.94%-358.6pp |
| Employer contribution / active EE | $2,921 | $3,620-19.3% | $2,965-1.5% | $4,751-38.5% |
| Participant deferral / active EE | $4,345 | $5,548-21.7% | $4,851-10.4% | $6,710-35.2% |
| Admin fee / account holder | $5,879 | $11,591-49.3% | $8,252-28.8% | $11,403-48.4% |