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 | $45,653 | $80,968-43.6% | $96,544-52.7% | $75,163-39.3% |
| Participation rate | 87.3% | 71.8%+15.6pp | 76.0%+11.4pp | 67.2%+20.1pp |
| Annual return | 19.05% | 27.06%-8.0pp | 25.84%-6.8pp | 160.62%-141.6pp |
| Employer contribution / active EE | $5,154 | $2,282+125.9% | $2,965+73.8% | $2,670+93.1% |
| Participant deferral / active EE | $9,482 | $3,928+141.4% | $4,851+95.5% | $4,125+129.9% |
| Admin fee / account holder | $3,581 | $6,724-46.7% | $8,252-56.6% | $5,651-36.6% |