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 | $60,077 | $93,571-35.8% | $135,903-55.8% | $75,163-20.1% |
| Participation rate | 98.4% | 75.2%+23.2pp | 81.9%+16.5pp | 67.2%+31.2pp |
| Annual return | 25.45% | 30.90%-5.5pp | 68.23%-42.8pp | 160.62%-135.2pp |
| Employer contribution / active EE | $6,515 | $3,537+84.2% | $4,856+34.2% | $2,670+144.0% |
| Participant deferral / active EE | $6,871 | $6,404+7.3% | $7,758-11.4% | $4,125+66.6% |
| Admin fee / account holder | $2,642 | $6,975-62.1% | $10,762-75.4% | $5,651-53.2% |