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 | $40,613 | $110,257-63.2% | $96,544-57.9% | $139,434-70.9% |
| Participation rate | 88.9% | 78.1%+10.8pp | 76.0%+12.9pp | 80.3%+8.6pp |
| Annual return | 52.32% | 26.32%+26.0pp | 25.84%+26.5pp | 372.94%-320.6pp |
| Employer contribution / active EE | $1,814 | $3,620-49.9% | $2,965-38.8% | $4,751-61.8% |
| Participant deferral / active EE | $2,054 | $5,548-63.0% | $4,851-57.7% | $6,710-69.4% |
| Admin fee / account holder | $14,353 | $11,591+23.8% | $8,252+73.9% | $11,403+25.9% |