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 | $18,788 | $96,484-80.5% | $75,886-75.2% | $152,861-87.7% |
| Participation rate | 88.2% | 76.2%+12.0pp | 69.3%+19.0pp | 82.4%+5.8pp |
| Annual return | 27.16% | 33.98%-6.8pp | 30.76%-3.6pp | 345.32%-318.2pp |
| Employer contribution / active EE | $3,528 | $3,309+6.6% | $2,500+41.1% | $4,762-25.9% |
| Participant deferral / active EE | $6,194 | $4,553+36.0% | $3,603+71.9% | $5,850+5.9% |
| Admin fee / account holder | $2,961 | $8,078-63.3% | $5,418-45.3% | $11,596-74.5% |