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 | $35,197 | $124,281-71.7% | $109,143-67.8% | $167,490-79.0% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.9%+15.0pp | 82.1%+8.8pp |
| Annual return | 18.74% | 26.04%-7.3pp | 25.75%-7.0pp | 478.56%-459.8pp |
| Employer contribution / active EE | $2,748 | $4,207-34.7% | $3,722-26.2% | $4,837-43.2% |
| Participant deferral / active EE | $4,552 | $5,255-13.4% | $4,653-2.2% | $6,341-28.2% |
| Admin fee / account holder | $960 | $7,970-88.0% | $6,752-85.8% | $12,309-92.2% |