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 | $35,158 | $93,571-62.4% | $135,903-74.1% | $75,163-53.2% |
| Participation rate | 90.3% | 75.2%+15.1pp | 81.9%+8.4pp | 67.2%+23.1pp |
| Annual return | 26.05% | 30.90%-4.9pp | 68.23%-42.2pp | 160.62%-134.6pp |
| Employer contribution / active EE | $3,128 | $3,537-11.6% | $4,856-35.6% | $2,670+17.1% |
| Participant deferral / active EE | $4,961 | $6,404-22.5% | $7,758-36.1% | $4,125+20.3% |
| Admin fee / account holder | $1,335 | $6,975-80.9% | $10,762-87.6% | $5,651-76.4% |