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 8-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 | $34,079 | $110,257-69.1% | $96,544-64.7% | $139,434-75.6% |
| Participation rate | 94.7% | 78.1%+16.6pp | 76.0%+18.8pp | 80.3%+14.4pp |
| Annual return | 20.86% | 26.32%-5.5pp | 25.84%-5.0pp | 372.94%-352.1pp |
| Employer contribution / active EE | $2,627 | $3,620-27.4% | $2,965-11.4% | $4,751-44.7% |
| Participant deferral / active EE | $6,069 | $5,548+9.4% | $4,851+25.1% | $6,710-9.6% |
| Admin fee / account holder | $1,725 | $11,591-85.1% | $8,252-79.1% | $11,403-84.9% |