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 | $57,845 | $138,347-58.2% | $184,203-68.6% | $80,856-28.5% |
| Participation rate | 97.5% | 83.9%+13.6pp | 86.8%+10.7pp | 67.6%+29.9pp |
| Annual return | 22.21% | 20.02%+2.2pp | 28.81%-6.6pp | 35.59%-13.4pp |
| Employer contribution / active EE | $8,875 | $4,850+83.0% | $6,427+38.1% | $2,755+222.2% |
| Participant deferral / active EE | $7,836 | $7,071+10.8% | $9,131-14.2% | $4,296+82.4% |
| Admin fee / account holder | $1,957 | $10,483-81.3% | $13,901-85.9% | $6,918-71.7% |