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 | $43,615 | $124,425-64.9% | $112,040-61.1% | $137,256-68.2% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.5%-1.5pp | 80.0%-5.0pp |
| Annual return | 16.04% | 24.72%-8.7pp | 24.52%-8.5pp | 220.34%-204.3pp |
| Employer contribution / active EE | $5,665 | $3,411+66.1% | $2,954+91.8% | $4,156+36.3% |
| Participant deferral / active EE | $4,705 | $5,718-17.7% | $5,098-7.7% | $6,407-26.6% |
| Admin fee / account holder | $1,595 | $15,207-89.5% | $12,098-86.8% | $12,270-87.0% |