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 | $50,282 | $115,882-56.6% | $100,516-50.0% | $158,922-68.4% |
| Participation rate | 75.0% | 81.6%-6.6pp | 79.4%-4.4pp | 82.0%-7.0pp |
| Annual return | 18.02% | 34.79%-16.8pp | 30.89%-12.9pp | 302.83%-284.8pp |
| Employer contribution / active EE | $2,280 | $4,103-44.4% | $3,418-33.3% | $4,761-52.1% |
| Participant deferral / active EE | $8,121 | $6,674+21.7% | $6,270+29.5% | $5,982+35.8% |
| Admin fee / account holder | $1,555 | $10,995-85.9% | $8,081-80.8% | $11,246-86.2% |