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 | $51,974 | $87,013-40.3% | $106,213-51.1% | $80,856-35.7% |
| Participation rate | 97.6% | 70.4%+27.2pp | 75.3%+22.3pp | 67.6%+30.0pp |
| Annual return | 14.48% | 17.05%-2.6pp | 116.14%-101.7pp | 35.59%-21.1pp |
| Employer contribution / active EE | $3,006 | $2,395+25.5% | $3,171-5.2% | $2,755+9.1% |
| Participant deferral / active EE | $4,602 | $3,986+15.5% | $5,016-8.3% | $4,296+7.1% |
| Admin fee / account holder | $2,453 | $8,431-70.9% | $11,033-77.8% | $6,918-64.5% |