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 | $49,149 | $109,413-55.1% | $156,263-68.5% | $84,808-42.0% |
| Participation rate | 92.9% | 72.7%+20.2pp | 78.9%+13.9pp | 68.3%+24.5pp |
| Annual return | 19.56% | 20.18%-0.6pp | 59.47%-39.9pp | 40.90%-21.3pp |
| Employer contribution / active EE | $1,481 | $2,907-49.1% | $4,333-65.8% | $2,631-43.7% |
| Participant deferral / active EE | $7,162 | $4,590+56.1% | $6,158+16.3% | $4,212+70.1% |
| Admin fee / account holder | $1,874 | $9,357-80.0% | $14,255-86.9% | $7,344-74.5% |