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 | $29,760 | $165,335-82.0% | $149,696-80.1% | $158,922-81.3% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 28.19% | 348.15%-320.0pp | 276.60%-248.4pp | 302.83%-274.6pp |
| Employer contribution / active EE | $2,478 | $5,103-51.4% | $4,644-46.6% | $4,761-48.0% |
| Participant deferral / active EE | $8,529 | $7,181+18.8% | $6,842+24.7% | $5,982+42.6% |
| Admin fee / account holder | $874 | $10,807-91.9% | $9,309-90.6% | $11,246-92.2% |