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 | $50,567 | $111,754-54.8% | $103,333-51.1% | $145,922-65.3% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 24.32% | 24.77%-0.5pp | 24.88%-0.6pp | 561.29%-537.0pp |
| Employer contribution / active EE | $3,405 | $4,212-19.2% | $3,868-12.0% | $4,660-26.9% |
| Participant deferral / active EE | $6,998 | $5,619+24.5% | $5,057+38.4% | $6,688+4.6% |
| Admin fee / account holder | $4,681 | $9,750-52.0% | $8,355-44.0% | $13,397-65.1% |