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 | $38,658 | $67,894-43.1% | $89,340-56.7% | $82,448-53.1% |
| Participation rate | 96.4% | 64.0%+32.4pp | 69.6%+26.9pp | 68.1%+28.4pp |
| Annual return | 21.09% | 19.21%+1.9pp | 20.57%+0.5pp | 41.64%-20.5pp |
| Employer contribution / active EE | $3,259 | $1,828+78.3% | $2,231+46.0% | $2,551+27.7% |
| Participant deferral / active EE | $5,249 | $3,072+70.8% | $3,823+37.3% | $4,139+26.8% |
| Admin fee / account holder | $1,944 | $5,723-66.0% | $6,704-71.0% | $7,234-73.1% |