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 | $34,154 | $89,753-61.9% | $107,525-68.2% | $84,808-59.7% |
| Participation rate | 96.4% | 68.1%+28.4pp | 75.1%+21.4pp | 68.3%+28.1pp |
| Annual return | 19.03% | 29.48%-10.4pp | 181.32%-162.3pp | 40.90%-21.9pp |
| Employer contribution / active EE | $2,521 | $3,113-19.0% | $3,754-32.8% | $2,631-4.2% |
| Participant deferral / active EE | $4,392 | $4,056+8.3% | $5,116-14.1% | $4,212+4.3% |
| Admin fee / account holder | $8,334 | $7,222+15.4% | $8,919-6.6% | $7,344+13.5% |