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 | $45,756 | $127,065-64.0% | $113,168-59.6% | $142,382-67.9% |
| Participation rate | 92.3% | 79.2%+13.1pp | 76.6%+15.7pp | 80.1%+12.2pp |
| Annual return | 18.73% | 24.03%-5.3pp | 24.27%-5.5pp | 217.08%-198.3pp |
| Employer contribution / active EE | $1,860 | $3,442-46.0% | $2,975-37.5% | $4,299-56.7% |
| Participant deferral / active EE | $4,721 | $5,716-17.4% | $5,107-7.6% | $6,507-27.4% |
| Admin fee / account holder | $5,253 | $15,736-66.6% | $12,068-56.5% | $12,624-58.4% |