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 | $60,269 | $228,332-73.6% | $185,823-67.6% | $158,922-62.1% |
| Participation rate | 71.4% | 82.3%-10.9pp | 78.0%-6.6pp | 82.0%-10.5pp |
| Annual return | 15.60% | 40.80%-25.2pp | 35.95%-20.4pp | 302.83%-287.2pp |
| Employer contribution / active EE | $2,034 | $4,967-59.0% | $4,087-50.2% | $4,761-57.3% |
| Participant deferral / active EE | $5,386 | $6,415-16.0% | $5,632-4.4% | $5,982-10.0% |
| Admin fee / account holder | $2,810 | $11,864-76.3% | $9,500-70.4% | $11,246-75.0% |