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 | $38,041 | $80,968-53.0% | $96,544-60.6% | $75,163-49.4% |
| Participation rate | 78.0% | 71.8%+6.3pp | 76.0%+2.1pp | 67.2%+10.9pp |
| Annual return | 36.90% | 27.06%+9.8pp | 25.84%+11.1pp | 160.62%-123.7pp |
| Employer contribution / active EE | $3,169 | $2,282+38.9% | $2,965+6.9% | $2,670+18.7% |
| Participant deferral / active EE | $7,307 | $3,928+86.0% | $4,851+50.6% | $4,125+77.1% |
| Admin fee / account holder | $3,353 | $6,724-50.1% | $8,252-59.4% | $5,651-40.7% |