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 | $57,723 | $95,803-39.7% | $113,168-49.0% | $84,808-31.9% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 15.23% | 25.00%-9.8pp | 24.27%-9.0pp | 40.90%-25.7pp |
| Employer contribution / active EE | $6,667 | $2,360+182.5% | $2,975+124.1% | $2,631+153.4% |
| Participant deferral / active EE | $2,398 | $4,242-43.5% | $5,107-53.0% | $4,212-43.1% |
| Admin fee / account holder | $4,434 | $8,989-50.7% | $12,068-63.3% | $7,344-39.6% |