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 | $37,276 | $49,227-24.3% | $70,449-47.1% | $79,858-53.3% |
| Participation rate | 70.6% | 69.2%+1.4pp | 75.1%-4.5pp | 69.6%+1.0pp |
| Annual return | 16.00% | 30.06%-14.1pp | 109.03%-93.0pp | 31.71%-15.7pp |
| Employer contribution / active EE | $2,317 | $2,099+10.4% | $2,737-15.3% | $2,471-6.2% |
| Participant deferral / active EE | $6,187 | $2,768+123.5% | $3,709+66.8% | $3,740+65.4% |
| Admin fee / account holder | $3,149 | $2,878+9.4% | $3,845-18.1% | $5,306-40.7% |