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 | $37,349 | $110,257-66.1% | $96,544-61.3% | $139,434-73.2% |
| Participation rate | 76.9% | 78.1%-1.2pp | 76.0%+1.0pp | 80.3%-3.4pp |
| Annual return | 21.13% | 26.32%-5.2pp | 25.84%-4.7pp | 372.94%-351.8pp |
| Employer contribution / active EE | $2,004 | $3,620-44.6% | $2,965-32.4% | $4,751-57.8% |
| Participant deferral / active EE | $2,957 | $5,548-46.7% | $4,851-39.0% | $6,710-55.9% |
| Admin fee / account holder | $581 | $11,591-95.0% | $8,252-93.0% | $11,403-94.9% |