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 | $38,163 | $94,625-59.7% | $116,228-67.2% | $84,808-55.0% |
| Participation rate | 91.3% | 70.4%+20.9pp | 74.6%+16.8pp | 68.3%+23.0pp |
| Annual return | 15.63% | 20.40%-4.8pp | 90.06%-74.4pp | 40.90%-25.3pp |
| Employer contribution / active EE | $2,559 | $2,347+9.0% | $2,994-14.6% | $2,631-2.7% |
| Participant deferral / active EE | $4,322 | $3,972+8.8% | $4,953-12.8% | $4,212+2.6% |
| Admin fee / account holder | $1,965 | $10,091-80.5% | $11,989-83.6% | $7,344-73.2% |