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 | $23,457 | $165,335-85.8% | $149,696-84.3% | $158,922-85.2% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 26.31% | 348.15%-321.8pp | 276.60%-250.3pp | 302.83%-276.5pp |
| Employer contribution / active EE | $1,481 | $5,103-71.0% | $4,644-68.1% | $4,761-68.9% |
| Participant deferral / active EE | $6,335 | $7,181-11.8% | $6,842-7.4% | $5,982+5.9% |
| Admin fee / account holder | $11,239 | $10,807+4.0% | $9,309+20.7% | $11,246-0.1% |