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 | $45,686 | $86,929-47.4% | $102,423-55.4% | $80,856-43.5% |
| Participation rate | 80.0% | 72.4%+7.6pp | 76.5%+3.5pp | 67.6%+12.4pp |
| Annual return | 23.59% | 18.88%+4.7pp | 29.32%-5.7pp | 35.59%-12.0pp |
| Employer contribution / active EE | $3,882 | $2,369+63.8% | $3,023+28.4% | $2,755+40.9% |
| Participant deferral / active EE | $8,819 | $4,118+114.1% | $5,053+74.5% | $4,296+105.3% |
| Admin fee / account holder | $3,743 | $8,049-53.5% | $9,451-60.4% | $6,918-45.9% |