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 | $35,027 | $60,022-41.6% | $88,946-60.6% | $84,808-58.7% |
| Participation rate | 96.7% | 57.8%+38.8pp | 68.8%+27.8pp | 68.3%+28.4pp |
| Annual return | 19.37% | 22.43%-3.1pp | 57.82%-38.5pp | 40.90%-21.5pp |
| Employer contribution / active EE | $2,762 | $1,703+62.2% | $2,555+8.1% | $2,631+5.0% |
| Participant deferral / active EE | $5,197 | $3,114+66.9% | $4,581+13.4% | $4,212+23.4% |
| Admin fee / account holder | $2,698 | $4,811-43.9% | $8,261-67.3% | $7,344-63.3% |