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 7-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 | $43,710 | $124,425-64.9% | $112,040-61.0% | $137,256-68.2% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.5%-1.5pp | 80.0%-5.0pp |
| Annual return | 23.43% | 24.72%-1.3pp | 24.52%-1.1pp | 220.34%-196.9pp |
| Employer contribution / active EE | $3,967 | $3,411+16.3% | $2,954+34.3% | $4,156-4.5% |
| Participant deferral / active EE | $9,424 | $5,718+64.8% | $5,098+84.9% | $6,407+47.1% |
| Admin fee / account holder | $1,089 | $15,207-92.8% | $12,098-91.0% | $12,270-91.1% |