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 8-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 | $54,629 | $95,266-42.7% | $82,389-33.7% | $142,382-61.6% |
| Participation rate | 73.3% | 74.5%-1.1pp | 69.5%+3.8pp | 80.1%-6.8pp |
| Annual return | 18.27% | 25.74%-7.5pp | 28.67%-10.4pp | 217.08%-198.8pp |
| Employer contribution / active EE | $2,722 | $2,991-9.0% | $2,517+8.2% | $4,299-36.7% |
| Participant deferral / active EE | $4,090 | $4,809-14.9% | $4,155-1.6% | $6,507-37.1% |
| Admin fee / account holder | $373 | $8,563-95.6% | $7,231-94.8% | $12,624-97.0% |