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 | $48,561 | $88,042-44.8% | $138,135-64.8% | $79,858-39.2% |
| Participation rate | 96.0% | 71.4%+24.6pp | 78.7%+17.3pp | 69.6%+26.4pp |
| Annual return | 14.97% | 20.58%-5.6pp | 20.51%-5.5pp | 31.71%-16.7pp |
| Employer contribution / active EE | $3,784 | $3,103+21.9% | $5,587-32.3% | $2,471+53.1% |
| Participant deferral / active EE | $4,943 | $4,704+5.1% | $6,431-23.1% | $3,740+32.2% |
| Admin fee / account holder | $2,531 | $7,791-67.5% | $11,856-78.7% | $5,306-52.3% |