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 6-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 | $52,336 | $81,233-35.6% | $155,567-66.4% | $80,874-35.3% |
| Participation rate | 98.5% | 66.2%+32.2pp | 78.2%+20.3pp | 67.6%+30.8pp |
| Annual return | 15.26% | 33.33%-18.1pp | 64.74%-49.5pp | 35.62%-20.4pp |
| Employer contribution / active EE | $2,512 | $3,101-19.0% | $4,674-46.3% | $2,756-8.9% |
| Participant deferral / active EE | $3,603 | $3,452+4.4% | $5,628-36.0% | $4,297-16.1% |
| Admin fee / account holder | $861 | $7,998-89.2% | $15,916-94.6% | $6,935-87.6% |