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 | $46,667 | $148,978-68.7% | $200,582-76.7% | $84,808-45.0% |
| Participation rate | 70.3% | 84.2%-14.0pp | 86.9%-16.6pp | 68.3%+2.0pp |
| Annual return | 18.17% | 28.16%-10.0pp | 42.33%-24.2pp | 40.90%-22.7pp |
| Employer contribution / active EE | $1,597 | $4,815-66.8% | $6,419-75.1% | $2,631-39.3% |
| Participant deferral / active EE | $3,543 | $7,142-50.4% | $9,331-62.0% | $4,212-15.9% |
| Admin fee / account holder | $4,754 | $13,977-66.0% | $16,305-70.8% | $7,344-35.3% |