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 | $34,435 | $89,753-61.6% | $107,525-68.0% | $84,808-59.4% |
| Participation rate | 96.1% | 68.1%+28.0pp | 75.1%+21.0pp | 68.3%+27.8pp |
| Annual return | 15.78% | 29.48%-13.7pp | 181.32%-165.5pp | 40.90%-25.1pp |
| Employer contribution / active EE | $3,659 | $3,113+17.5% | $3,754-2.5% | $2,631+39.1% |
| Participant deferral / active EE | $6,812 | $4,056+68.0% | $5,116+33.2% | $4,212+61.8% |
| Admin fee / account holder | $3,003 | $7,222-58.4% | $8,919-66.3% | $7,344-59.1% |