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 | $38,805 | $111,754-65.3% | $103,333-62.4% | $145,922-73.4% |
| Participation rate | 70.6% | 77.9%-7.3pp | 74.5%-3.9pp | 80.3%-9.7pp |
| Annual return | 12.25% | 24.77%-12.5pp | 24.88%-12.6pp | 561.29%-549.0pp |
| Employer contribution / active EE | $2,206 | $4,212-47.6% | $3,868-43.0% | $4,660-52.7% |
| Participant deferral / active EE | $3,936 | $5,619-30.0% | $5,057-22.2% | $6,688-41.1% |
| Admin fee / account holder | $3,532 | $9,750-63.8% | $8,355-57.7% | $13,397-73.6% |