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 | $65,574 | $88,634-26.0% | $101,326-35.3% | $74,304-11.7% |
| Participation rate | 71.1% | 76.9%-5.8pp | 81.5%-10.4pp | 60.3%+10.7pp |
| Annual return | 22.14% | 33.10%-11.0pp | 36.82%-14.7pp | 29.43%-7.3pp |
| Employer contribution / active EE | $4,768 | $2,930+62.7% | $3,665+30.1% | $2,241+112.7% |
| Participant deferral / active EE | $8,017 | $7,322+9.5% | $7,994+0.3% | $3,767+112.8% |
| Admin fee / account holder | $8,192 | $2,425+237.8% | $11,185-26.8% | $2,969+175.9% |