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 | $42,503 | $60,892-30.2% | $82,389-48.4% | $84,808-49.9% |
| Participation rate | 97.6% | 63.3%+34.4pp | 69.5%+28.1pp | 68.3%+29.3pp |
| Annual return | 15.32% | 37.29%-22.0pp | 28.67%-13.3pp | 40.90%-25.6pp |
| Employer contribution / active EE | $3,225 | $1,779+81.3% | $2,517+28.1% | $2,631+22.6% |
| Participant deferral / active EE | $4,933 | $3,179+55.2% | $4,155+18.7% | $4,212+17.1% |
| Admin fee / account holder | $1,970 | $5,467-64.0% | $7,231-72.8% | $7,344-73.2% |