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 | $48,399 | $124,425-61.1% | $112,040-56.8% | $137,256-64.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 17.63% | 24.72%-7.1pp | 24.52%-6.9pp | 220.34%-202.7pp |
| Employer contribution / active EE | $3,323 | $3,411-2.6% | $2,954+12.5% | $4,156-20.0% |
| Participant deferral / active EE | $4,838 | $5,718-15.4% | $5,098-5.1% | $6,407-24.5% |
| Admin fee / account holder | $2,210 | $15,207-85.5% | $12,098-81.7% | $12,270-82.0% |