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 | $68,719-43.7% | $91,541-57.8% | $84,808-54.4% |
| Participation rate | 96.4% | 64.5%+31.9pp | 69.8%+26.7pp | 68.3%+28.1pp |
| Annual return | 21.09% | 19.12%+2.0pp | 20.50%+0.6pp | 40.90%-19.8pp |
| Employer contribution / active EE | $3,259 | $1,920+69.7% | $2,505+30.1% | $2,631+23.9% |
| Participant deferral / active EE | $5,249 | $3,136+67.4% | $4,008+31.0% | $4,212+24.6% |
| Admin fee / account holder | $1,944 | $5,786-66.4% | $6,956-72.1% | $7,344-73.5% |