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 | $42,633 | $93,571-54.4% | $135,903-68.6% | $75,163-43.3% |
| Participation rate | 73.1% | 75.2%-2.1pp | 81.9%-8.8pp | 67.2%+5.9pp |
| Annual return | 16.42% | 30.90%-14.5pp | 68.23%-51.8pp | 160.62%-144.2pp |
| Employer contribution / active EE | $3,677 | $3,537+4.0% | $4,856-24.3% | $2,670+37.7% |
| Participant deferral / active EE | $9,817 | $6,404+53.3% | $7,758+26.5% | $4,125+138.0% |
| Admin fee / account holder | $3,212 | $6,975-54.0% | $10,762-70.2% | $5,651-43.2% |