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 | $51,228 | $95,803-46.5% | $113,168-54.7% | $84,808-39.6% |
| Participation rate | 77.5% | 72.9%+4.6pp | 76.6%+0.9pp | 68.3%+9.2pp |
| Annual return | 13.88% | 25.00%-11.1pp | 24.27%-10.4pp | 40.90%-27.0pp |
| Employer contribution / active EE | $8,170 | $2,360+246.2% | $2,975+174.6% | $2,631+210.5% |
| Participant deferral / active EE | $5,789 | $4,242+36.5% | $5,107+13.4% | $4,212+37.5% |
| Admin fee / account holder | $674 | $8,989-92.5% | $12,068-94.4% | $7,344-90.8% |