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 | $56,235 | $58,627-4.1% | $76,735-26.7% | $82,448-31.8% |
| Participation rate | 92.1% | 63.2%+28.9pp | 69.5%+22.6pp | 68.1%+24.0pp |
| Annual return | 16.19% | 39.10%-22.9pp | 29.77%-13.6pp | 41.64%-25.4pp |
| Employer contribution / active EE | $2,340 | $1,729+35.3% | $2,454-4.7% | $2,551-8.3% |
| Participant deferral / active EE | $6,344 | $3,134+102.5% | $4,088+55.2% | $4,139+53.3% |
| Admin fee / account holder | $1,870 | $5,323-64.9% | $7,189-74.0% | $7,234-74.2% |