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 | $44,300 | $183,519-75.9% | $155,509-71.5% | $145,922-69.6% |
| Participation rate | 73.9% | 82.7%-8.8pp | 78.2%-4.3pp | 80.3%-6.4pp |
| Annual return | 12.83% | 61.17%-48.3pp | 64.67%-51.8pp | 561.29%-548.5pp |
| Employer contribution / active EE | $1,096 | $5,313-79.4% | $4,672-76.6% | $4,660-76.5% |
| Participant deferral / active EE | $2,581 | $6,462-60.1% | $5,626-54.1% | $6,688-61.4% |
| Admin fee / account holder | $2,441 | $19,313-87.4% | $15,912-84.7% | $13,397-81.8% |