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 | $48,573 | $127,065-61.8% | $113,168-57.1% | $142,382-65.9% |
| Participation rate | 75.0% | 79.2%-4.2pp | 76.6%-1.6pp | 80.1%-5.1pp |
| Annual return | 25.82% | 24.03%+1.8pp | 24.27%+1.6pp | 217.08%-191.3pp |
| Employer contribution / active EE | $5,494 | $3,442+59.6% | $2,975+84.7% | $4,299+27.8% |
| Participant deferral / active EE | $10,863 | $5,716+90.0% | $5,107+112.7% | $6,507+66.9% |
| Admin fee / account holder | $3,186 | $15,736-79.8% | $12,068-73.6% | $12,624-74.8% |