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 | $30,709 | $100,970-69.6% | $96,576-68.2% | $137,256-77.6% |
| Participation rate | 85.7% | 82.6%+3.1pp | 81.4%+4.3pp | 80.0%+5.8pp |
| Annual return | 16.55% | 38.16%-21.6pp | 38.47%-21.9pp | 220.34%-203.8pp |
| Employer contribution / active EE | $2,115 | $3,809-44.5% | $3,553-40.5% | $4,156-49.1% |
| Participant deferral / active EE | $3,609 | $8,286-56.4% | $7,956-54.6% | $6,407-43.7% |
| Admin fee / account holder | $1,922 | $11,312-83.0% | $11,381-83.1% | $12,270-84.3% |