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 | $43,599 | $94,031-53.6% | $115,768-62.3% | $82,448-47.1% |
| Participation rate | 71.4% | 70.4%+1.0pp | 74.4%-3.0pp | 68.1%+3.4pp |
| Annual return | 17.58% | 20.61%-3.0pp | 100.46%-82.9pp | 41.64%-24.1pp |
| Employer contribution / active EE | $1,764 | $2,323-24.1% | $2,940-40.0% | $2,551-30.8% |
| Participant deferral / active EE | $4,567 | $3,972+15.0% | $4,917-7.1% | $4,139+10.3% |
| Admin fee / account holder | $1,999 | $10,249-80.5% | $12,439-83.9% | $7,234-72.4% |