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 | $37,459 | $65,395-42.7% | $182,532-79.5% | $72,985-48.7% |
| Participation rate | 88.9% | 65.4%+23.4pp | 78.0%+10.9pp | 69.5%+19.4pp |
| Annual return | 33.60% | 27.68%+5.9pp | 148.54%-114.9pp | 81.00%-47.4pp |
| Employer contribution / active EE | $5,335 | $1,911+179.2% | $4,076+30.9% | $2,440+118.7% |
| Participant deferral / active EE | $9,981 | $3,563+180.2% | $5,524+80.7% | $3,607+176.7% |
| Admin fee / account holder | $1,066 | $4,245-74.9% | $8,592-87.6% | $5,124-79.2% |