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 | $49,277 | $203,436-75.8% | $152,466-67.7% | $167,490-70.6% |
| Participation rate | 82.4% | 82.3%0pp | 78.2%+4.2pp | 82.1%+0.2pp |
| Annual return | 13.47% | 13.80%-0.3pp | 757.33%-743.9pp | 478.56%-465.1pp |
| Employer contribution / active EE | $2,999 | $5,220-42.6% | $4,327-30.7% | $4,837-38.0% |
| Participant deferral / active EE | $6,053 | $6,716-9.9% | $5,820+4.0% | $6,341-4.6% |
| Admin fee / account holder | $4,474 | $22,506-80.1% | $15,805-71.7% | $12,309-63.7% |