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 | $36,189 | $64,480-43.9% | $81,382-55.5% | $80,856-55.2% |
| Participation rate | 96.0% | 63.9%+32.1pp | 69.5%+26.5pp | 67.6%+28.4pp |
| Annual return | 17.13% | 16.34%+0.8pp | 24.73%-7.6pp | 35.59%-18.5pp |
| Employer contribution / active EE | $2,112 | $1,978+6.8% | $2,463-14.2% | $2,755-23.3% |
| Participant deferral / active EE | $5,741 | $3,094+85.6% | $3,883+47.8% | $4,296+33.6% |
| Admin fee / account holder | $8,512 | $5,671+50.1% | $5,768+47.6% | $6,918+23.0% |