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 | $33,854 | $117,983-71.3% | $101,794-66.7% | $142,382-76.2% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.2%+5.8pp | 80.1%-5.1pp |
| Annual return | 23.16% | 36.92%-13.8pp | 30.53%-7.4pp | 217.08%-193.9pp |
| Employer contribution / active EE | $2,428 | $2,773-12.4% | $2,289+6.1% | $4,299-43.5% |
| Participant deferral / active EE | $3,960 | $4,714-16.0% | $4,084-3.0% | $6,507-39.1% |
| Admin fee / account holder | $847 | $10,433-91.9% | $8,777-90.4% | $12,624-93.3% |