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 | $35,146 | $118,450-70.3% | $98,439-64.3% | $139,434-74.8% |
| Participation rate | 95.2% | 77.4%+17.8pp | 75.2%+20.1pp | 80.3%+14.9pp |
| Annual return | 24.17% | 18.94%+5.2pp | 21.16%+3.0pp | 372.94%-348.8pp |
| Employer contribution / active EE | $1,659 | $3,609-54.0% | $3,048-45.6% | $4,751-65.1% |
| Participant deferral / active EE | $3,177 | $5,392-41.1% | $4,738-32.9% | $6,710-52.7% |
| Admin fee / account holder | $2,409 | $14,026-82.8% | $8,948-73.1% | $11,403-78.9% |