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 | $57,982 | $80,717-28.2% | $154,803-62.5% | $84,808-31.6% |
| Participation rate | 84.7% | 66.8%+17.9pp | 78.1%+6.6pp | 68.3%+16.4pp |
| Annual return | 15.31% | 37.96%-22.6pp | 58.88%-43.6pp | 40.90%-25.6pp |
| Employer contribution / active EE | $2,111 | $2,761-23.5% | $4,305-51.0% | $2,631-19.7% |
| Participant deferral / active EE | $1,597 | $3,303-51.6% | $5,540-71.2% | $4,212-62.1% |
| Admin fee / account holder | $808 | $6,746-88.0% | $14,329-94.4% | $7,344-89.0% |