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 | $52,066 | $81,248-35.9% | $155,509-66.5% | $80,856-35.6% |
| Participation rate | 96.9% | 66.2%+30.6pp | 78.2%+18.7pp | 67.6%+29.2pp |
| Annual return | 15.66% | 33.31%-17.6pp | 64.67%-49.0pp | 35.59%-19.9pp |
| Employer contribution / active EE | $4,462 | $3,100+43.9% | $4,672-4.5% | $2,755+62.0% |
| Participant deferral / active EE | $8,251 | $3,452+139.1% | $5,626+46.7% | $4,296+92.1% |
| Admin fee / account holder | $8,137 | $7,997+1.8% | $15,912-48.9% | $6,918+17.6% |