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 | $39,188 | $57,016-31.3% | $84,966-53.9% | $80,856-51.5% |
| Participation rate | 88.7% | 56.3%+32.4pp | 67.5%+21.2pp | 67.6%+21.1pp |
| Annual return | 28.65% | 21.66%+7.0pp | 66.38%-37.7pp | 35.59%-6.9pp |
| Employer contribution / active EE | $2,215 | $1,798+23.2% | $2,727-18.8% | $2,755-19.6% |
| Participant deferral / active EE | $5,845 | $3,110+88.0% | $4,519+29.3% | $4,296+36.1% |
| Admin fee / account holder | $3,272 | $4,980-34.3% | $6,149-46.8% | $6,918-52.7% |