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 | $94,031-59.4% | $115,768-67.0% | $82,448-53.7% |
| Participation rate | 91.3% | 70.4%+20.9pp | 74.4%+16.9pp | 68.1%+23.2pp |
| Annual return | 15.63% | 20.61%-5.0pp | 100.46%-84.8pp | 41.64%-26.0pp |
| Employer contribution / active EE | $2,559 | $2,323+10.1% | $2,940-13.0% | $2,551+0.3% |
| Participant deferral / active EE | $4,322 | $3,972+8.8% | $4,917-12.1% | $4,139+4.4% |
| Admin fee / account holder | $1,965 | $10,249-80.8% | $12,439-84.2% | $7,234-72.8% |