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 | $38,114 | $117,841-67.7% | $102,423-62.8% | $145,922-73.9% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 15.25% | 31.65%-16.4pp | 29.32%-14.1pp | 561.29%-546.0pp |
| Employer contribution / active EE | $4,602 | $3,615+27.3% | $3,023+52.2% | $4,660-1.2% |
| Participant deferral / active EE | $4,760 | $5,731-16.9% | $5,053-5.8% | $6,688-28.8% |
| Admin fee / account holder | $4,513 | $13,326-66.1% | $9,451-52.2% | $13,397-66.3% |