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 | $41,624 | $91,407-54.5% | $135,903-69.4% | $71,457-41.7% |
| Participation rate | 95.2% | 75.7%+19.6pp | 81.9%+13.3pp | 67.9%+27.3pp |
| Annual return | 32.68% | 29.90%+2.8pp | 68.23%-35.5pp | 28.85%+3.8pp |
| Employer contribution / active EE | $4,291 | $3,703+15.9% | $4,856-11.6% | $2,588+65.8% |
| Participant deferral / active EE | $10,651 | $7,092+50.2% | $7,758+37.3% | $4,289+148.3% |
| Admin fee / account holder | $1,679 | $1,266+32.6% | $10,762-84.4% | $1,587+5.8% |