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 | $28,531 | $48,230-40.8% | $67,502-57.7% | $80,856-64.7% |
| Participation rate | 93.5% | 66.4%+27.1pp | 72.9%+20.6pp | 67.6%+25.8pp |
| Annual return | 14.79% | 18.28%-3.5pp | 3512.12%-3497.3pp | 35.59%-20.8pp |
| Employer contribution / active EE | $1,960 | $2,020-3.0% | $2,731-28.2% | $2,755-28.9% |
| Participant deferral / active EE | $3,992 | $2,924+36.5% | $4,000-0.2% | $4,296-7.1% |
| Admin fee / account holder | $1,865 | $3,681-49.3% | $3,998-53.3% | $6,918-73.0% |