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 | $58,647 | $124,319-52.8% | $111,297-47.3% | $167,490-65.0% |
| Participation rate | 75.0% | 79.6%-4.6pp | 77.3%-2.3pp | 82.1%-7.1pp |
| Annual return | 14.19% | 37.44%-23.2pp | 54.65%-40.5pp | 478.56%-464.4pp |
| Employer contribution / active EE | $1,841 | $3,435-46.4% | $2,731-32.6% | $4,837-61.9% |
| Participant deferral / active EE | $3,376 | $5,180-34.8% | $4,487-24.8% | $6,341-46.8% |
| Admin fee / account holder | $1,099 | $10,618-89.6% | $7,964-86.2% | $12,309-91.1% |