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 | $48,065 | $111,814-57.0% | $103,374-53.5% | $145,959-67.1% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 12.45% | 24.77%-12.3pp | 24.89%-12.4pp | 561.95%-549.5pp |
| Employer contribution / active EE | $2,484 | $4,214-41.1% | $3,869-35.8% | $4,661-46.7% |
| Participant deferral / active EE | $8,372 | $5,618+49.0% | $5,058+65.5% | $6,689+25.2% |
| Admin fee / account holder | $16,323 | $9,754+67.3% | $8,394+94.5% | $13,398+21.8% |