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 | $28,238 | $59,839-52.8% | $81,983-65.6% | $79,858-64.6% |
| Participation rate | 96.9% | 61.6%+35.3pp | 69.2%+27.7pp | 69.6%+27.3pp |
| Annual return | 23.24% | 17.56%+5.7pp | 41.31%-18.1pp | 31.71%-8.5pp |
| Employer contribution / active EE | $1,990 | $1,713+16.1% | $2,498-20.4% | $2,471-19.5% |
| Participant deferral / active EE | $4,168 | $2,695+54.7% | $3,722+12.0% | $3,740+11.5% |
| Admin fee / account holder | $1,145 | $4,287-73.3% | $5,664-79.8% | $5,306-78.4% |