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 | $127,065-65.6% | $113,168-61.4% | $142,382-69.3% |
| Participation rate | 75.0% | 79.2%-4.2pp | 76.6%-1.6pp | 80.1%-5.1pp |
| Annual return | 23.43% | 24.03%-0.6pp | 24.27%-0.8pp | 217.08%-193.6pp |
| Employer contribution / active EE | $3,967 | $3,442+15.3% | $2,975+33.3% | $4,299-7.7% |
| Participant deferral / active EE | $9,424 | $5,716+64.9% | $5,107+84.5% | $6,507+44.8% |
| Admin fee / account holder | $1,089 | $15,736-93.1% | $12,068-91.0% | $12,624-91.4% |