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 | $59,204 | $112,729-47.5% | $98,716-40.0% | $137,256-56.9% |
| Participation rate | 81.8% | 74.2%+7.6pp | 69.3%+12.5pp | 80.0%+1.9pp |
| Annual return | 10.46% | 38.48%-28.0pp | 31.81%-21.3pp | 220.34%-209.9pp |
| Employer contribution / active EE | $1,436 | $2,725-47.3% | $2,279-37.0% | $4,156-65.4% |
| Participant deferral / active EE | $1,806 | $4,640-61.1% | $4,048-55.4% | $6,407-71.8% |
| Admin fee / account holder | $2,694 | $10,129-73.4% | $8,703-69.0% | $12,270-78.0% |