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 | $44,936 | $81,233-44.7% | $155,567-71.1% | $80,874-44.4% |
| Participation rate | 71.4% | 66.2%+5.2pp | 78.2%-6.8pp | 67.6%+3.8pp |
| Annual return | 11.46% | 33.33%-21.9pp | 64.74%-53.3pp | 35.62%-24.2pp |
| Employer contribution / active EE | $959 | $3,101-69.1% | $4,674-79.5% | $2,756-65.2% |
| Participant deferral / active EE | $2,692 | $3,452-22.0% | $5,628-52.2% | $4,297-37.3% |
| Admin fee / account holder | $3,041 | $7,998-62.0% | $15,916-80.9% | $6,935-56.1% |