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 | $20,838 | $71,809-71.0% | $61,048-65.9% | $152,861-86.4% |
| Participation rate | 75.0% | 84.2%-9.2pp | 79.3%-4.3pp | 82.4%-7.4pp |
| Annual return | 21.60% | 29.74%-8.1pp | 26.18%-4.6pp | 345.32%-323.7pp |
| Employer contribution / active EE | $2,310 | $4,545-49.2% | $3,716-37.8% | $4,762-51.5% |
| Participant deferral / active EE | $3,348 | $5,467-38.8% | $4,470-25.1% | $5,850-42.8% |
| Admin fee / account holder | $3,586 | $4,750-24.5% | $3,728-3.8% | $11,596-69.1% |