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 | $48,007 | $71,050-32.4% | $93,606-48.7% | $80,856-40.6% |
| Participation rate | 97.4% | 60.4%+37.0pp | 68.7%+28.6pp | 67.6%+29.7pp |
| Annual return | 13.54% | 11.26%+2.3pp | 133.20%-119.7pp | 35.59%-22.1pp |
| Employer contribution / active EE | $2,939 | $1,564+88.0% | $2,420+21.5% | $2,755+6.7% |
| Participant deferral / active EE | $6,093 | $4,034+51.0% | $4,411+38.1% | $4,296+41.8% |
| Admin fee / account holder | $914 | $6,945-86.8% | $8,285-89.0% | $6,918-86.8% |