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 | $27,848 | $76,312-63.5% | $67,221-58.6% | $158,922-82.5% |
| Participation rate | 75.0% | 84.3%-9.3pp | 79.4%-4.4pp | 82.0%-7.0pp |
| Annual return | 19.98% | 22.77%-2.8pp | 20.72%-0.7pp | 302.83%-282.8pp |
| Employer contribution / active EE | $3,042 | $4,476-32.1% | $3,723-18.3% | $4,761-36.1% |
| Participant deferral / active EE | $4,892 | $5,264-7.1% | $4,384+11.6% | $5,982-18.2% |
| Admin fee / account holder | $1,006 | $8,005-87.4% | $5,844-82.8% | $11,246-91.1% |