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 | $46,156 | $70,908-34.9% | $98,907-53.3% | $73,488-37.2% |
| Participation rate | 72.5% | 73.8%-1.2pp | 76.0%-3.5pp | 70.7%+1.9pp |
| Annual return | 18.87% | 34.17%-15.3pp | 196.43%-177.6pp | 28.51%-9.6pp |
| Employer contribution / active EE | $1,690 | $2,036-17.0% | $2,689-37.2% | $2,270-25.6% |
| Participant deferral / active EE | $3,379 | $3,500-3.4% | $4,244-20.4% | $3,740-9.6% |
| Admin fee / account holder | $467 | $535-12.7% | $6,642-93.0% | $513-9.0% |