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 | $94,625-53.9% | $116,228-62.5% | $84,808-48.6% |
| Participation rate | 71.4% | 70.4%+1.0pp | 74.6%-3.1pp | 68.3%+3.1pp |
| Annual return | 17.58% | 20.40%-2.8pp | 90.06%-72.5pp | 40.90%-23.3pp |
| Employer contribution / active EE | $1,764 | $2,347-24.8% | $2,994-41.1% | $2,631-32.9% |
| Participant deferral / active EE | $4,567 | $3,972+15.0% | $4,953-7.8% | $4,212+8.4% |
| Admin fee / account holder | $1,999 | $10,091-80.2% | $11,989-83.3% | $7,344-72.8% |