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 | $62,968 | $228,332-72.4% | $185,823-66.1% | $158,922-60.4% |
| Participation rate | 75.0% | 82.3%-7.3pp | 78.0%-3.0pp | 82.0%-7.0pp |
| Annual return | 18.01% | 40.80%-22.8pp | 35.95%-17.9pp | 302.83%-284.8pp |
| Employer contribution / active EE | $3,996 | $4,967-19.6% | $4,087-2.2% | $4,761-16.1% |
| Participant deferral / active EE | $7,158 | $6,415+11.6% | $5,632+27.1% | $5,982+19.6% |
| Admin fee / account holder | $4,794 | $11,864-59.6% | $9,500-49.5% | $11,246-57.4% |