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 | $52,170 | $109,881-52.5% | $150,045-65.2% | $84,808-38.5% |
| Participation rate | 70.6% | 76.1%-5.5pp | 82.3%-11.7pp | 68.3%+2.3pp |
| Annual return | 23.74% | 28.25%-4.5pp | 62.55%-38.8pp | 40.90%-17.2pp |
| Employer contribution / active EE | $3,983 | $3,561+11.9% | $4,693-15.1% | $2,631+51.4% |
| Participant deferral / active EE | $8,629 | $6,636+30.0% | $7,997+7.9% | $4,212+104.9% |
| Admin fee / account holder | $2,640 | $8,568-69.2% | $13,435-80.4% | $7,344-64.1% |