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 | $44,215 | $106,584-58.5% | $101,326-56.4% | $142,382-68.9% |
| Participation rate | 80.0% | 82.7%-2.7pp | 81.5%-1.5pp | 80.1%-0.1pp |
| Annual return | 17.60% | 36.93%-19.3pp | 36.82%-19.2pp | 217.08%-199.5pp |
| Employer contribution / active EE | $1,035 | $3,956-73.8% | $3,665-71.8% | $4,299-75.9% |
| Participant deferral / active EE | $9,609 | $8,297+15.8% | $7,994+20.2% | $6,507+47.7% |
| Admin fee / account holder | $433 | $11,446-96.2% | $11,185-96.1% | $12,624-96.6% |